| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 28 · EIN 30-0282430 | Investment Management | $670,549 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $231,323 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $149,354 |
ALSTON & BIRD LLP2+ years Service code 29 · EIN 58-0137615 | Legal | $102,570 |
HERRONPALMER1 year Service code 15 4508 YORK AVENUE SOUTH · MINNEAPOLIS, MN 55410 | Recordkeeping | $70,000 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $50,000 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $22,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -0.02% | 9.30%-9.3pp | 7.19%-7.2pp | 9.30%-9.3pp |
| Employer contribution / active EE | $15,118 | $12,551+20.5% | $35,958-58.0% | $12,551+20.5% |
| Participant deferral / active EE | $1,841 | $2,867-35.8% | $162+1033.0% | $2,867-35.8% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |