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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $935,815 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $436,052 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE GROUP LLC Service code 26 55 EAST 52ND STREET · NEW YORK, NY 10055 | Advisory (Participants) | $326,543 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $309,017 |
REAMS ASSET MANAGEMENT2 years Service code 28 · EIN 43-1925734 | Investment Management | $235,827 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-2158694 | Legal | $231,063 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $210,151 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $100,500 |
ANDERSEN TAX LLC1 year Service code 10 · EIN 33-1197384 | Accounting | $70,900 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $39,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 8.69% | 7.96%+0.7pp | 5.04%+3.6pp | 8.76%-0.1pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |