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| Provider | Service type | Compensation |
|---|---|---|
ALSTON & BIRD LLP2+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $833,697 |
MERCER2+ years Service code 15 · EIN 20-1932099 | Recordkeeping | $787,043 |
SIMPSON THATCHER & BARTLETT LLP2+ years Service code 29 · EIN 13-5395280 | Legal | $567,298 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $451,392 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $304,289 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $275,858 |
CHERRY BEKAERT LLP2+ years Service code 10 · EIN 56-0574444 | Accounting | $28,000 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $14,817 |
CURCIO WEBB2+ years Service code 28 · EIN 36-4171366 | Investment Management | $10,234 |
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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 | $18,026,966-100.0% | $68,458-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 10.1%-10.1pp | 1.8%-1.8pp |
| Annual return | -7.17% | 0.19%-7.4pp | -0.87%-6.3pp | 0.19%-7.4pp |
| Employer contribution / active EE | $14,632 | $13,763+6.3% | $21,826-33.0% | $13,763+6.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $656-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $165-100.0% | $426-100.0% |