Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 10 · EIN 53-0181291 | Accounting | $1,276,539 |
MERCER4 years Service code 10 · EIN 04-1867445 | Accounting | $393,471 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $94,489 |
BLACKROCK3 years Service code 25 · EIN 30-0587659 | Directed Trustee | $63,678 |
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 | Accounting | $42,277 |
FULBRIGHT & JAWORSKI9+ years Service code 29 · EIN 74-1201087 | Legal | $20,600 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $848,047-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 11.31% | 9.11%+2.2pp | 5.63%+5.7pp | 9.11%+2.2pp |
| Employer contribution / active EE | $1,090 | $12,231-91.1% | $36,086-97.0% | $12,231-91.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $0 | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $0 | $125-100.0% |