Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $999,119 |
FID INV INST OPS CO4 years Filed as: FID INST ASSET MANAGEMENT Service code 28 · EIN 20-0292745 | Investment Management | $916,868 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $624,893 |
Service code 28 · EIN 48-1140940 | Investment Management | $470,336 |
BLACKROCK4 years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $423,688 |
FIRST SENTIER INVESTORS1 year Service code 28 | Investment Management | $232,499 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5381590 | Bank Trustee | $150,703 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $111,400 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $52,000 |
PRINTEDGE1 year Service code 38 · EIN 62-1142356 | Participant Communication | $13,118 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 15.31% | 24.77%-9.5pp | -2.84%+18.1pp | 12.86%+2.4pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |