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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $97,777 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $17,791 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $8,400 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -14.34% | -3.51%-10.8pp | -5.12%-9.2pp | -5.25%-9.1pp |
| Employer contribution / active EE | $9,091 | $11,313-19.6% | $31,020-70.7% | $15,161-40.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |