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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $2,305,527 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 28 · EIN 98-0465834 | Investment Management | $853,587 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $810,542 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $638,208 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $626,745 |
PZENA INVESTMENT MANAGEMENT3 years Service code 28 · EIN 13-3860154 | Investment Management | $613,788 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 28 · EIN 74-3243565 | Investment Management | $507,914 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 22-3163872 | Investment Management | $354,490 |
Filed as: WILLIS TOWERS WATSON INVEST SVCS Service code 27 · EIN 52-1868818 | Advisory (Plan) | $311,702 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $230,211 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 20.06% | 12.86%+7.2pp | 10.03%+10.0pp | 12.86%+7.2pp |
| Employer contribution / active EE | $6,395 | $13,687-53.3% | $38,789-83.5% | $13,687-53.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |