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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $447,140 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT ADVISORS Service code 28 · EIN 13-3795042 | Investment Management | $116,995 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $107,672 |
SASCO CAPITAL INC.1+ years Service code 28 · EIN 41-0007957 | Investment Management | $90,992 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $86,283 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $56,538 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SRVC INC Service code 16 · EIN 52-1868818 | Consulting | $6,731 |
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Annual investment return 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -4.53% | -2.01%-2.5pp | -0.97%-3.6pp | -0.60%-3.9pp |
| Employer contribution / active EE | $26,748 | $11,144+140.0% | $22,441+19.2% | $12,272+118.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |