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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTEMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $739,640 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 811 LOUISIANA STREET, STE 2200 · HOUSTON, TX 77002 | Actuarial | $739,640 |
PNC BANK, N.A.2 years Filed as: PNC ADVISORS, N.A. Service code 28 · EIN 22-1146460 | Investment Management | $289,272 |
FULBRIGHT & JAWORSKI3 years Filed as: FULBRIGHT AND JAWORSKI Service code 29 · EIN 74-1201087 | Legal | $30,119 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER & TIDWELL, LLP Service code 11 · EIN 75-0786316 | Actuarial | $9,682 |
ABSOLUTE COLOR MAILPLEX1 year Service code 21 · EIN 83-3045108 | Bank Trustee | $7,015 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 17.12% | 10.13%+7.0pp | 78.62%-61.5pp | 9.11%+8.0pp |
| Employer contribution / active EE | $0 | $13,162-100.0% | $31,646-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |