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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $3,071,355 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,241,524 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 54-0357120 | Investment Management | $602,357 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $358,635 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $249,855 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $193,389 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 58-0513395 | Investment Management | $163,157 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $103,938 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $90,645 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT WILL & EMORY LLP Service code 29 · EIN 36-1453176 | Legal | $76,102 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $169,917-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.3%-10.3pp | 5.5%-5.5pp |
| Annual return | 10.65% | 5.86%+4.8pp | 7.98%+2.7pp | 5.86%+4.8pp |
| Employer contribution / active EE | $25,773 | $10,137+154.2% | $23,724+8.6% | $10,137+154.2% |
| Participant deferral / active EE | $2,003 | $492+307.1% | $53+3677.2% | $492+307.1% |
| Admin fee / account holder | $0 | $387-100.0% | $636-100.0% | $387-100.0% |