Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,302,818 |
FID INV INST OPS CO5 years Filed as: FID INST ASSET MANAGEMENT Service code 28 · EIN 20-0292745 | Investment Management | $862,617 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $764,280 |
Service code 28 · EIN 48-1140940 | Investment Management | $439,830 |
BLACKROCK5 years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $308,869 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5381590 | Bank Trustee | $272,787 |
FIRST SENTIER INVESTORS2 years Service code 28 | Investment Management | $200,941 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $120,182 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $54,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | -0.34% | 9.47%-9.8pp | 7.32%-7.7pp | 15.63%-16.0pp |
| Employer contribution / active EE | $35 | $9,065-99.6% | $23,426-99.9% | $11,476-99.7% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |