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 COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,557,601 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,348,462 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $529,203 |
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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 | $0 | $463,922-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -5.46% | 73.13%-78.6pp | 60.62%-66.1pp | 73.13%-78.6pp |
| Employer contribution / active EE | $6,072 | $8,421-27.9% | $61,657-90.2% | $8,421-27.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $288-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $23-100.0% | - |