Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $880,282 |
Service code 28 · EIN 48-1140940 | Investment Management | $732,009 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS CO LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $616,061 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST INVESTMENTS Service code 28 · EIN 36-3608252 | Investment Management | $314,400 |
BLACKROCK7 years Filed as: BLACKROCK INST. TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $246,007 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5381590 | Bank Trustee | $221,952 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $163,100 |
FIRST SENTIER INVESTORS4 years Service code 28 | Investment Management | $142,785 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $54,000 |
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.
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 5.72% | 10.30%-4.6pp | 7.69%-2.0pp | 9.11%-3.4pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |