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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $43,743 |
Filed as: GRANTHAN, MAYO, VAN OTTERLOO & CO. Service code 28 · EIN 36-6019047 | Investment Management | $19,130 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $19,000 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $16,145 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $10,943 |
MORNEAU SHEPELL1+ years Filed as: MORNEAU SHAPELL Service code 15 · EIN 45-4303723 | Recordkeeping | $2,604 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -5.33% | -0.96%-4.4pp | -2.01%-3.3pp | -0.60%-4.7pp |
| Employer contribution / active EE | $3,556 | $6,828-47.9% | $34,453-89.7% | $12,272-71.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |