Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $994,735 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $910,046 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $712,972 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTNL TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $607,487 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE & TOUCHE, LLC Service code 10 · EIN 13-3891517 | Accounting | $132,500 |
Service code 28 | Investment Management | $127,303 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $123,398 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC Service code 11 · EIN 23-1159360 | Actuarial | $119,828 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $60,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOC LLC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $12,534 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.08% | 6.04%+2.0pp | 5.44%+2.6pp | 9.19%-1.1pp |
| Employer contribution / active EE | $6,102 | $12,925-52.8% | $25,481-76.1% | $12,608-51.6% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |