| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,735,745 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $431,361 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $269,239 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $203,658 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 · EIN 84-9365945 | Investment Management | $163,475 |
BLACKROCK4 years Service code 21 · EIN 45-3856224 | Bank Trustee | $78,441 |
COMERICA BANK3 years Service code 28 · EIN 42-1741646 | Investment Management | $57,121 |
Filed as: BRANDYWINE GLOBAL INV. MANAGEMENT Service code 28 · EIN 52-1200960 | Investment Management | $42,727 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $29,526 |
GEORGE JOHNSON & COMPANY5+ years Service code 10 · EIN 38-2029668 | Accounting | $25,850 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.06% | 221.56%-203.5pp | 29.77%-11.7pp | 53.27%-35.2pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |