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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,050,946 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $254,084 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $187,830 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $111,461 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $88,609 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $33,475 |
LOCKE LORD LLP3 years Filed as: LOCKE LORD BISSEL & LIDDELL LLP Service code 29 · EIN 74-1164324 | Legal | $11,066 |
MARKETING SERVICES1 year Filed as: MARKETING COMMUNICATIONS RES., INC. Service code 49 · EIN 34-1758603 | Other Services | $5,200 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 8.51% | 11.26%-2.7pp | 12.68%-4.2pp | 37.77%-29.3pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |