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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $518,191 |
LUTHER KING CAPITAL MANAGEMENT6+ years Filed as: KING MANAGEMENT Service code 28 · EIN 75-1630300 | Investment Management | $266,625 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $224,405 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $41,500 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $34,495 |
LOCKE LORD LLP6+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $13,247 |
MARKETING SERVICES1 year Filed as: MARKETING COMMUNICATION RESOURCE Service code 38 · EIN 34-1758603 | Participant Communication | $9,119 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 15.69% | 9.58%+6.1pp | 9.52%+6.2pp | 11.45%+4.2pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |