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 COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $1,646,622 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,320,035 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $552,045 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $175,413 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 13.72% | 5230.06%-5216.3pp | 10.21%+3.5pp | 5230.06%-5216.3pp |
| Employer contribution / active EE | $9,210 | $10,491-12.2% | $40,687-77.4% | $10,491-12.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $0 | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |