Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $752,368 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $668,215 |
Service code 28 | Investment Management | $556,249 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $480,762 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $373,979 |
FID INV INST OPS CO1 year Filed as: FID INST ASSET MANAGEMENT Service code 28 · EIN 20-0292745 | Investment Management | $231,419 |
Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $127,888 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE & TOUCHE, LLC Service code 10 · EIN 13-3891517 | Accounting | $120,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 28 · EIN 82-1061233 | Investment Management | $107,763 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 17 · EIN 36-3109431 | Pension Consulting | $75,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.53% | 15.82%-2.3pp | 16.78%-3.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $32,973 | $19,885+65.8% | $26,328+25.2% | $14,688+124.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |