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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 10 · EIN 53-0181291 | Accounting | $429,299 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS CAPITAL LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $51,613 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $41,999 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $15,004 |
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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 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | 0.00% | 23.41%-23.4pp | -10.68%+10.7pp | 23.41%-23.4pp |
| Employer contribution / active EE | $155,043 | $12,650+1125.7% | $48,995+216.4% | $12,650+1125.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |