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 COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $2,941,782 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,085,294 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $154,735 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $147,800 |
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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 | $732,694-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -14.18% | -14.80%+0.6pp | -15.18%+1.0pp | -14.80%+0.6pp |
| Employer contribution / active EE | $2,925 | $8,996-67.5% | $53,321-94.5% | $8,996-67.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $0 | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |