Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $443,897 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $256,369 |
Filed as: SILVERCREST ASSET MGMT GROUP LLCO Service code 28 · EIN 13-4194623 | Investment Management | $112,586 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $94,101 |
STEVEN DOUGLAS FINANCIAL5+ years Service code 16 · EIN 20-5219496 | Consulting | $32,680 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $31,613 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $21,300 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE CONSULTING LLP Service code 13 · EIN 10-6145451 | Contract Administrator | $18,000 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $13,291 |
Filed as: FAEGRE DRINKER Service code 10 · EIN 41-0244008 | Accounting | $5,610 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | -8.52% | 16.36%-24.9pp | 793.01%-801.5pp | 11.45%-20.0pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |