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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $566,053 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $397,069 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $201,082 |
MARKETING SERVICES2 years Filed as: MARKETING COMMUNICATIONS RES., INC. Service code 49 · EIN 34-1758603 | Other Services | $78,570 |
WHITLEY PENN LLP2 years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $36,565 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $31,085 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $29,939 |
LOCKE LORD LLP4 years Filed as: LOCKE LORD BISSEL & LIDDELL LLP Service code 29 · EIN 74-1164324 | Legal | $10,273 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.07% | 8.04%-8.1pp | 9.17%-9.2pp | 8.76%-8.8pp |
| Employer contribution / active EE | $91,743 | $10,583+766.9% | $40,523+126.4% | $16,664+450.5% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |