Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $230,253 |
LOYOLA UNIVERSITY OF CHICAGO8+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $190,184 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $122,054 |
Service code 28 · EIN 20-0292745 | Investment Management | $107,871 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $84,841 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $75,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $37,625 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $32,644 |
MCDERMOTT WILL & EMERY LLP7 years Service code 29 · EIN 36-1453176 | Legal | $31,878 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -20.26% | 2.78%-23.0pp | -11.22%-9.0pp | 2.78%-23.0pp |
| Employer contribution / active EE | $8,493 | $15,276-44.4% | $32,882-74.2% | $15,276-44.4% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |