| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 28 · EIN 30-0282430 | Investment Management | $764,640 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $402,941 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $108,678 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 | Legal | $73,839 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $66,944 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $24,344 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 25-0065306 | Bank Trustee | $14,784 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 12.84% | 9.11%+3.7pp | 9.57%+3.3pp | 9.11%+3.7pp |
| Employer contribution / active EE | $5,581 | $12,231-54.4% | $39,814-86.0% | $12,231-54.4% |
| Participant deferral / active EE | $1,791 | $1,272+40.8% | $46+3827.9% | $1,272+40.8% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |