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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $864,730 |
WILLIS TOWERS WATSON US LLC8 years Service code 11 · EIN 53-0181291 | Actuarial | $589,673 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $146,269 |
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $39,000 |
BLACKROCK5 years Service code 28 · EIN 94-3112180 | Investment Management | $36,352 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $36,043 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $26,717 |
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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 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 9.31% | 8.71%+0.6pp | 51.06%-41.7pp | 10.61%-1.3pp |
| Employer contribution / active EE | $32,051 | $15,368+108.6% | $33,707-4.9% | $15,605+105.4% |
| Participant deferral / active EE | $0 | $1,455-100.0% | $191-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |