Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $889,625 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $517,042 |
Service code 16 · EIN 04-3831795 | Consulting | $414,891 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $174,600 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $146,232 |
FULBRIGHT & JAWORSKI3+ years Service code 29 · EIN 74-1201087 | Legal | $119,340 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $49,099 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $37,500 |
TEJERA & ASSOCIATES, LLC1 year Service code 17 · EIN 20-3001362 | Pension Consulting | $6,812 |
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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 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 | $14,491,905-100.0% | $1,867,444-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 11.3%-11.3pp | 5.3%-5.3pp |
| Annual return | 13.02% | 1057.21%-1044.2pp | 9.84%+3.2pp | 1057.21%-1044.2pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $50,102-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $612-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $18,647-100.0% | $81,210-100.0% |