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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $867,720 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $248,174 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $202,392 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $113,423 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $69,328 |
LOCKE LORD LLP2 years Filed as: LOCKE LORD BISSEL & LIDDELL LLP Service code 29 · EIN 74-1164324 | Legal | $52,435 |
KPMG LLP8+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $44,100 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -27.19% | 38.53%-65.7pp | -3.21%-24.0pp | 2.78%-30.0pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |