Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 10 · EIN 53-0181291 | Accounting | $1,337,362 |
MERCER1 year Service code 10 · EIN 13-2834414 | Accounting | $370,451 |
TEMPO HOLDING COMPANY, LLC3 years Filed as: TEMPO HOLDING COMPANY LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $367,069 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $110,749 |
FULBRIGHT & JAWORSKI6+ years Service code 29 · EIN 74-1201087 | Legal | $98,417 |
WEAVER AND TIDWELL, LLP3 years Service code 10 · EIN 75-0786316 | Accounting | $37,996 |
HERRONPALMER2 years Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $20,742 |
Filed as: SIMPLY CONNECT Service code 16 · EIN 27-2424795 | Consulting | $18,862 |
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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 | $793,067-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 10.61% | 5230.06%-5219.4pp | 10.21%+0.4pp | 5230.06%-5219.4pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $40,687-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $0 | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |