| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,154,666 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $626,534 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $280,668 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $193,164 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 · EIN 84-9365945 | Investment Management | $149,169 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $123,409 |
COMERICA BANK2 years Service code 28 · EIN 42-1741646 | Investment Management | $98,521 |
BLACKROCK3 years Service code 21 · EIN 45-3856224 | Bank Trustee | $52,391 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $32,151 |
Filed as: BRANDYWINE GLOBAL INV. MANAGEMENT Service code 28 · EIN 52-1200960 | Investment Management | $22,973 |
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 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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -5.40% | 7.01%-12.4pp | 12.68%-18.1pp | 0.19%-5.6pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |