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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $650,255 |
LUTHER KING CAPITAL MANAGEMENT5+ years Filed as: KING MANAGEMENT Service code 28 · EIN 75-1630300 | Investment Management | $558,200 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $275,193 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
LOCKE LORD LLP5+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $26,537 |
MARKETING SERVICES1 year Filed as: MARKETING COMMUNICATIONS RESOURCE Service code 38 · EIN 34-1758603 | Participant Communication | $11,925 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $10,363 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 21.78% | 36.82%-15.0pp | 18.06%+3.7pp | 53.27%-31.5pp |
| Employer contribution / active EE | $0 | $13,338-100.0% | $30,411-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |