Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,141,565 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $1,000,819 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT Service code 28 · EIN 20-0292745 | Investment Management | $976,235 |
BLACKROCK2 years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $516,314 |
Service code 28 | Investment Management | $441,299 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5381590 | Bank Trustee | $288,572 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $171,350 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $52,000 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $23,914 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.29% | 201.32%-205.6pp | 12.68%-17.0pp | 33.37%-37.7pp |
| Employer contribution / active EE | $2,369 | $10,877-78.2% | $22,860-89.6% | $11,253-79.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |