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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,278,567 |
THE SWARTHMORE GROUP1 year Filed as: SWARTHMORE GROUP Service code 25 · EIN 23-1910603 | Directed Trustee | $462,147 |
Service code 28 · EIN 23-2979239 | Investment Management | $343,864 |
Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 28 · EIN 13-3257590 | Investment Management | $237,730 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $235,221 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $192,101 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, NA TRUSTEE Service code 25 · EIN 94-1347393 | Directed Trustee | $185,668 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $142,500 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $136,480 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 83-8091050 | Legal | $136,454 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.55% | 6.13%+0.4pp | 4.74%+1.8pp | 9.19%-2.6pp |
| Employer contribution / active EE | $9,083 | $10,206-11.0% | $36,089-74.8% | $12,608-28.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |