| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $897,048 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $385,892 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $287,085 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $127,503 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $55,926 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $46,000 |
RIVER AND MERCANTILE LLC1 year Service code 28 · EIN 04-3513306 | Investment Management | $13,000 |
Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $9,552 |
Service code 28 · EIN 98-0459474 | Investment Management | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 19.67% | 12.05%+7.6pp | 793.01%-773.3pp | 12.86%+6.8pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |