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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $807,724 |
Filed as: PRINCIPAL REAL ESTATE INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $140,070 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 04-2955404 | Investment Management | $129,587 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $100,361 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Account maintenance fees; Trustee (di... | $74,743 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $70,528 |
Service code 10 · EIN 23-2667890 | Accounting | $22,600 |
AON CONSULTING7 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $16,678 |
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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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 14.38% | 8.28%+6.1pp | 8.46%+5.9pp | 9.11%+5.3pp |
| Employer contribution / active EE | $14,126 | $8,225+71.7% | $25,175-43.9% | $12,231+15.5% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |