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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 13 · EIN 36-3608252 | Contract Administrator | $858,825 |
NORTHERN TRUST COMPANY2 years Service code 13 · EIN 36-1561860 50 LASALLE ST. 8TH FLOOR · CHICAGO, IL 60603 | Contract Administrator | $596,925 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 811 LOUISIANA STREET, STE 2200 · HOUSTON, TX 77002 | Pension Consulting | $219,491 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $10,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 15.20% | 10.88%+4.3pp | 10.57%+4.6pp | 12.86%+2.3pp |
| Employer contribution / active EE | $0 | $18,143-100.0% | $29,483-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |