Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,294,737 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,205,997 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $469,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $295,226-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 14.7%-14.7pp | 5.5%-5.5pp |
| Annual return | 10.78% | 5.86%+4.9pp | 4.64%+6.1pp | 5.86%+4.9pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $35,349-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $461-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $343,074-100.0% | $387-100.0% |