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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 28 · EIN 53-0181291 | Investment Management | $885,664 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $40,288 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $14,500 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $10,750 |
Service code 49 · EIN 13-4206965 | Other Services | $7,500 |
Annual investment return 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 | $417,381-100.0% | $417,381-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 43.7%-43.7pp |
| Annual return | -6.21% | 4.96%-11.2pp | 5.83%-12.0pp | 13.05%-19.3pp |
| Employer contribution / active EE | $0 | $45,547-100.0% | $38,332-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $31,365-100.0% |