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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $3,342,688 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $607,157 |
BAILLIE GIFFORD OVERSEAS LTD9+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $370,673 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 20-5853753 | Investment Management | $353,965 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $333,976 |
PZENA INVESTMENT MANAGEMENT6 years Service code 28 · EIN 13-3860154 | Investment Management | $300,692 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON INVEST SVCS Service code 27 · EIN 52-1868818 | Advisory (Plan) | $276,290 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $240,941 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY LLC Service code 28 · EIN 20-8080381 | Investment Management | $87,403 |
HARTER SECREST & EMERY LLP3 years Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $72,164 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 10.01% | 9.11%+0.9pp | 10.60%-0.6pp | 9.11%+0.9pp |
| Employer contribution / active EE | $67 | $12,231-99.4% | $43,831-99.8% | $12,231-99.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |