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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 82-1434504 | Pension Consulting | $65,000 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $64,924 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $44,888 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 13-4032401 | Actuarial | $26,094 |
Filed as: SCHAFFNER, KNIGHT & MINNAUGH & CO. Service code 10 · EIN 25-1690617 | Accounting | $14,750 |
Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $6,558 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 7.42% | 6.49%+0.9pp | 6.89%+0.5pp | 13.05%-5.6pp |
| Employer contribution / active EE | $27,250 | $48,172-43.4% | $43,785-37.8% | $37,652-27.6% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |