| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $139,500 |
BERNSTEIN5 years Filed as: BERNSTEIN PRIVATE WEALTH MANAGEMENT Service code 27 · EIN 13-4064930 | Advisory (Plan) | $61,725 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 17 · EIN 13-4008324 101 SEAPORT BOULEVARD · BOSTON, MA 02210 | Pension Consulting | $40,000 |
Filed as: PRINCIPAL TRUST COMPANY Service code 25 · EIN 51-0099493 | Directed Trustee | $23,647 |
RSM US LLP3 years Filed as: RSM US LLC Service code 10 · EIN 42-0714325 | Accounting | $20,475 |
O'MELVENY & MYERS LLP6+ years Service code 29 · EIN 95-1066597 | Legal | $16,482 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -15.36% | -11.16%-4.2pp | 10.22%-25.6pp | 39.82%-55.2pp |
| Employer contribution / active EE | $85,211 | $48,316+76.4% | $51,212+66.4% | $19,980+326.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |