Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $245,194 |
LOYOLA UNIVERSITY OF CHICAGO9+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $206,932 |
Service code 28 · EIN 20-0292745 | Investment Management | $107,067 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $100,000 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $80,218 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $36,706 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $24,682 |
Service code 28 · EIN 04-2955404 | Investment Management | $23,343 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 | Other Services | $22,504 |
MCDERMOTT WILL & EMERY LLP8 years Service code 29 · EIN 36-1453176 | Legal | $5,195 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $186,774-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 55.8%-55.8pp | 2.3%-2.3pp |
| Annual return | 7.51% | 37.77%-30.3pp | 7.78%-0.3pp | 37.77%-30.3pp |
| Employer contribution / active EE | $9,556 | $15,798-39.5% | $32,517-70.6% | $15,798-39.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $504-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $3,044-100.0% | $9,287-100.0% |