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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360 | Actuarial | $977,841 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $227,749 |
WITHUMSMITH+BROWN, PC3 years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $127,305 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $24,000 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $19,974 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUND MANAGEMENT, LLC Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $19,323 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE STREET, SUITE 800 · DENVER, CO 802064734 | Investment Management | $17,713 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $17,264 |
LOOMIS SAYLES1 year Service code 28 101 SECOND STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Investment Management | $14,721 |
Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997618 | Investment Management | $14,127 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 5.04% | 11.57%-6.5pp | 380.71%-375.7pp | 11.45%-6.4pp |
| Employer contribution / active EE | $43,824 | $36,657+19.5% | $45,089-2.8% | $17,219+154.5% |
| Participant deferral / active EE | $2,727 | $1,810+50.7% | $272+901.9% | $357+664.7% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |