Filed July 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $591,590 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 20-4659714 | Investment Management | $235,369 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3685404 | Actuarial | $199,041 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-6736920 | Trustee (directed); Recordkeeping fee... | $179,828 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $164,406 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $150,940 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. CAMMACK ASSOC Service code 11 · EIN 13-3052851 | Actuarial | $105,516 |
ELLIOTT INTERNATIONAL LIMITED1+ years Service code 28 | Investment Management | $89,423 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $85,682 |
Filed as: SILCHESTER INT'L INVS TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $69,494 |
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Participant 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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 1105.06% | 45.95%+1059.1pp | 10.75%+1094.3pp | 19.39%+1085.7pp |
| Employer contribution / active EE | $6,460 | $4,551+41.9% | $35,170-81.6% | $8,446-23.5% |
| Participant deferral / active EE | $38 | $8+400.0% | $82-53.3% | $353-89.1% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |