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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $2,416,427 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $946,213 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $804,622 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 28 · EIN 98-0465834 | Investment Management | $661,291 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $602,200 |
PZENA INVESTMENT MANAGEMENT4 years Service code 28 · EIN 13-3860154 | Investment Management | $544,704 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 74-3243565 | Investment Management | $474,037 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 95-2705767 | Investment Management | $384,030 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 22-3163872 | Investment Management | $336,152 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON INVEST SVCS Service code 27 · EIN 52-1868818 | Advisory (Plan) | $252,557 |
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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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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 2.07% | 15.63%-13.6pp | 9.74%-7.7pp | 15.63%-13.6pp |
| Employer contribution / active EE | $10,449 | $11,476-8.9% | $39,474-73.5% | $11,476-8.9% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |