Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 14 · EIN 53-0181291 | Plan Administrator | $812,100 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $751,914 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $223,591 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $184,950 |
Service code 28 · EIN 20-4668348 | Investment Management | $95,748 |
Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $49,455 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $31,000 |
PROFUND SOLUTIONS3 years Filed as: PROFUND SYSTEMS INC Service code 28 · EIN 36-4120902 | Investment Management | $28,470 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $9,302 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 28 · EIN 30-0282430 | Investment Management | $9,200 |
Employer contribution per participant 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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 8.22% | 13.18%-5.0pp | 32.33%-24.1pp | 13.18%-5.0pp |
| Employer contribution / active EE | $1,143 | $8,469-86.5% | $33,964-96.6% | $8,469-86.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |