| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,657,888 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOC CAPITAL CORP Service code 28 · EIN 13-2631108 | Investment Management | $1,275,429 |
PZENA INVESTMENT MANAGEMENT6 years Service code 28 · EIN 13-3860154 | Investment Management | $1,272,011 |
CAUSEWAY CAPITAL MANAGEMENT LLC10+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $1,192,632 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,123,527 |
BOSTON PARTNERS10+ years Service code 28 · EIN 98-0202744 | Investment Management | $846,655 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $705,668 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Float revenue; Custodial (securities)... | $696,069 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $502,998 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $476,225 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.84% | 8.48%-0.6pp | 4.95%+2.9pp | 8.48%-0.6pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $20,917-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |