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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 | Investment Management | $119,162 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $16,867 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,070 |
Filed as: STATE STREET GLOBAL ADVRS TRUST CO. Service code 18 · EIN 81-4017137 | Custodial (other than securities); No... | $887 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.5%-13.5pp | 2.1%-2.1pp |
| Annual return | 5.09% | 9.16%-4.1pp | 64.50%-59.4pp | 9.16%-4.1pp |
| Employer contribution / active EE | $42,355 | $19,955+112.3% | $23,990+76.6% | $19,955+112.3% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $287-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |