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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $343,021 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $195,745 |
PROCENTIA2+ years Filed as: PROCENTIA INC Service code 28 · EIN 36-4120902 | Investment Management | $32,340 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL ATHLETIC PRINT Service code 36 · EIN 63-0180720 | Copying and duplicating | $16,689 |
Service code 17 · EIN 94-2856521 | Pension Consulting | $6,704 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | -92.18% | 34.58%-126.8pp | 18.87%-111.1pp | 4.16%-96.3pp |
| Employer contribution / active EE | $0 | $32,305-100.0% | $19,828-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |