Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $2,861,445 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $300,327 |
FULBRIGHT & JAWORSKI10+ years Service code 29 · EIN 74-1201087 | Legal | $182,775 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $97,938 |
WEAVER AND TIDWELL, LLP7 years Service code 10 · EIN 75-0786316 | Accounting | $43,332 |
BLACKROCK4 years Service code 25 · EIN 30-0587659 | Directed Trustee | $31,422 |
Filed as: SIMPLY CONNECT Service code 16 · EIN 27-2424795 | Consulting | $30,578 |
HERRONPALMER6 years Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $10,837 |
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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 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 5.51% | 9.30%-3.8pp | 5.62%-0.1pp | 9.30%-3.8pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $37,825-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $0 | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |