| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,076,542 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $2,451,354 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $279,693 |
Service code 28 · EIN 41-0995965 | Investment Management | $199,106 |
DLA PIPER2 years Filed as: DLA PIPER LLP US Service code 29 · EIN 52-0616490 | Legal | $116,794 |
BLACKROCK1 year Filed as: BLACKROCK, INC Service code 28 · EIN 32-0174431 | Investment Management | $84,443 |
IR+M COLLECTIVE INVESTMENT2 years Service code 28 · EIN 37-6567224 | Investment Management | $83,958 |
Service code 28 · EIN 81-4017137 | Investment Management | $80,000 |
THE BANK OF NEW YORK MELLON2 years Service code 10 · EIN 13-5160382 | Accounting | $79,883 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $38,850 |
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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -2.39% | 8.85%-11.2pp | 6.89%-9.3pp | 8.85%-11.2pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $43,868-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $44-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |