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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $659,629 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $493,332 |
MORNEAU SHEPELL1 year Filed as: TELUS Service code 15 · EIN 52-1883918 | Recordkeeping | $455,279 |
SIMPSON THATCHER & BARTLETT LLP7+ years Service code 29 · EIN 13-5395280 | Legal | $288,365 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-5395280 | Investment Management | $75,716 |
LEGAL & GENERAL INVESTMENT3 years Filed as: L&G GLOBAL CORE Service code 28 · EIN 35-7085469 | Investment Management | $51,708 |
ALSTON & BIRD LLP7+ years Filed as: ALSTON AND BIRD, LLP Service code 29 · EIN 58-0137615 | Legal | $46,559 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET Service code 28 · EIN 36-2058176 | Investment Management | $7,951 |
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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 | $3,299,877-100.0% | $343,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 9.32% | 37.77%-28.4pp | 16.99%-7.7pp | 37.77%-28.4pp |
| Employer contribution / active EE | $7,366 | $15,798-53.4% | $26,485-72.2% | $15,798-53.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $8-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |