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 Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $2,198,326 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,173,473 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $159,143 |
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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 | $861,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 11.64% | 19.39%-7.7pp | 6.57%+5.1pp | 19.39%-7.7pp |
| Employer contribution / active EE | $8,914 | $8,446+5.5% | $34,489-74.2% | $8,446+5.5% |
| Participant deferral / active EE | $0 | $353-100.0% | $0 | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |