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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,686,436 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,085,781 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $990,686 |
BAILLIE GIFFORD OVERSEAS LTD4+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $947,293 |
Service code 28 · EIN 13-3860154 | Investment Management | $601,218 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 28 · EIN 74-3243565 | Investment Management | $510,105 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 22-3163872 | Investment Management | $414,290 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $258,499 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 21 · EIN 65-0080824 | Bank Trustee | $245,217 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $231,956 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -4.03% | 33.37%-37.4pp | -2.99%-1.0pp | 33.37%-37.4pp |
| Employer contribution / active EE | $6,569 | $11,253-41.6% | $41,623-84.2% | $11,253-41.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |