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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $821,036 |
INCOME RESEARCH & MANAGEMENT10+ years Service code 28 · EIN 04-2955404 | Investment Management | $241,612 |
Filed as: PRINCIPAL REAL ESTATE INVESTORS LLC Service code 28 · EIN 42-1479618 | Investment Management | $176,130 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $118,358 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $76,937 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Account... | $62,266 |
Service code 10 · EIN 23-2667890 | Accounting | $23,500 |
AON CONSULTING8 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $13,152 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 9.86% | 18.61%-8.7pp | 4.95%+4.9pp | 9.30%+0.6pp |
| Employer contribution / active EE | $12,900 | $11,871+8.7% | $20,917-38.3% | $12,551+2.8% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |