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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $335,038 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $212,692 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $39,469 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $30,527 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $26,662 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO FUND MANAGEMENT, LLC Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $19,516 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $19,133 |
LOOMIS SAYLES2 years Service code 28 101 SECOND STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Investment Management | $14,402 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997618 | Investment Management | $14,042 |
Filed as: GRANITE INVESTMENT PARTNERS, LLC Service code 28 2321 ROSECRANS AVENUE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $10,449 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 16.37% | 7.36%+9.0pp | 9.78%+6.6pp | 13.24%+3.1pp |
| Employer contribution / active EE | $44,820 | $40,685+10.2% | $46,889-4.4% | $14,616+206.6% |
| Participant deferral / active EE | $2,838 | $2,571+10.4% | $72+3815.8% | $830+241.9% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |