Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 10 · EIN 53-0181291 | Accounting | $1,351,576 |
MERCER2 years Service code 10 · EIN 13-2834414 | Accounting | $470,269 |
NORTHERN TRUST COMPANY7+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $231,963 |
BLACKROCK1 year Service code 25 · EIN 30-0587659 | Directed Trustee | $141,149 |
WEAVER AND TIDWELL, LLP4 years Service code 10 · EIN 75-0786316 | Accounting | $39,110 |
FULBRIGHT & JAWORSKI7+ years Service code 29 · EIN 74-1201087 | Legal | $34,675 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $861,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 6.79% | 19.39%-12.6pp | 6.57%+0.2pp | 19.39%-12.6pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $34,489-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $0 | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |