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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $24,165 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $18,000 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $15,445 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $13,921 |
MORNEAU SHEPELL3+ years Filed as: MORNEAU SHAPELL Service code 15 · EIN 45-4303723 | Recordkeeping | $5,714 |
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Participant contribution per participant 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 14.38% | 12.40%+2.0pp | 10.16%+4.2pp | 23.90%-9.5pp |
| Employer contribution / active EE | $5,855 | $8,748-33.1% | $33,192-82.4% | $16,539-64.6% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |