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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,397,514 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $354,358 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $211,128 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $88,615 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $71,274 |
KPMG LLP7+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $42,000 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD BISSEL & LIDDELL LLP Service code 29 · EIN 74-1164324 | Legal | $16,898 |
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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.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 3.25% | 11.84%-8.6pp | 8.95%-5.7pp | 13.24%-10.0pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |