Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 14 · EIN 53-0181291 | Plan Administrator | $798,235 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $573,987 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $427,821 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $305,062 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $177,258 |
Service code 28 · EIN 20-4668348 | Investment Management | $150,136 |
Service code 28 · EIN 98-0457328 | Investment Management | $146,834 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $138,521 |
Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $72,389 |
PROFUND SOLUTIONS2 years Filed as: PROFUND SYSTEMS INC Service code 28 · EIN 36-4120902 | Investment Management | $42,705 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -27.73% | 7.68%-35.4pp | -38.86%+11.1pp | 7.68%-35.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,756-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |