Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 14 · EIN 53-0181291 | Plan Administrator | $695,284 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 · EIN 20-8058531 | Investment Management | $517,425 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $409,949 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $164,446 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $143,049 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $67,729 |
Service code 28 · EIN 20-4668348 | Investment Management | $56,277 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $38,850 |
Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $23,379 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $6,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -2.16% | 8.85%-11.0pp | 9.82%-12.0pp | 8.85%-11.0pp |
| Employer contribution / active EE | $1,221 | $8,529-85.7% | $30,322-96.0% | $8,529-85.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |