Filed February 22, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS LLC Service code 27 · EIN 36-4863445 | Advisory (Plan) | $176,381 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 42-0127290 | Recordkeeping | $166,553 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 98-0352587 | Actuarial | $103,631 |
Service code 51 · EIN 81-3739640 | Investment Mgmt Fees | $15,912 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 57-1187281 | Advisory (Plan) | $12,707 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY AND LARDNER LLP Service code 29 · EIN 39-0473800 | Legal | $7,275 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.41% | 11.94%-10.5pp | 6.70%-5.3pp | 8.76%-7.3pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |