Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,530,289 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 27 · EIN 41-1567437 | Advisory (Plan) | $397,963 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $182,254 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $137,880 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $110,923 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $76,202 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC Service code 28 · EIN 13-3040307 | Investment Management | $64,247 |
FULBRIGHT & JAWORSKI2+ years Service code 29 · EIN 74-1201087 | Legal | $41,459 |
CME PRINTING2+ years Service code 36 · EIN 76-0682920 | Copying and duplicating; Direct payme... | $29,277 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $295,226-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 14.7%-14.7pp | 4.2%-4.2pp |
| Annual return | 4.46% | 10.64%-6.2pp | 4.64%-0.2pp | 10.64%-6.2pp |
| Employer contribution / active EE | $2,072 | $11,561-82.1% | $35,349-94.1% | $11,561-82.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $461-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $343,074-100.0% | $312-100.0% |