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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $3,245,229 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,343,717 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $1,173,170 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,104,719 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $781,939 |
WASATCH ADVISORS3+ years Service code 28 · EIN 87-0319391 | Investment Management | $737,537 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $513,090 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 22-3163872 | Investment Management | $390,991 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 21 · EIN 65-0080824 | Bank Trustee | $256,781 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $216,718 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 17.76% | 17.84%-0.1pp | 9.60%+8.2pp | 17.84%-0.1pp |
| Employer contribution / active EE | $11,248 | $14,688-23.4% | $45,595-75.3% | $14,688-23.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |