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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWER WATSON Service code 15 · EIN 45-3073569 | Recordkeeping | $1,326,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $411,000 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $294,000 |
Service code 28 · EIN 47-3000414 | Investment Management | $291,934 |
Service code 28 · EIN 84-2460890 | Investment Management | $246,000 |
MERCER5 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $231,000 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $166,000 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $147,000 |
GLOBAL INFRA PTNRS III-B1 year Service code 28 · EIN 98-1269276 | Investment Management | $147,000 |
DW HEALTHCARE PARTNERS1 year Service code 28 · EIN 98-1479638 | Investment Management | $146,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 9.69% | 12.86%-3.2pp | 7.48%+2.2pp | 12.86%-3.2pp |
| Employer contribution / active EE | $9,507 | $13,687-30.5% | $39,603-76.0% | $13,687-30.5% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |