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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $35,837 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $26,000 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $23,559 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON - LONDON Service code 28 · EIN 44-6201673 | Investment Management | $22,625 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 9.32% | 17.94%-8.6pp | 32.33%-23.0pp | 37.74%-28.4pp |
| Employer contribution / active EE | $2,611 | $10,320-74.7% | $33,956-92.3% | $15,788-83.5% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |