Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $554,453 |
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 52-2211537 | Actuarial | $340,121 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $294,425 |
BURGUNDY ASSET MANAGEMENT LTD5+ years Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 · EIN 98-0407588 | Investment Management | $214,887 |
Service code 28 · EIN 45-3056700 | Investment Management | $203,299 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $98,033 |
THE BANK OF NEW YORK MELLON5+ years Filed as: THE BANK OF NEW YORK MELLON TRST CO Service code 21 · EIN 95-3571558 | Bank Trustee | $70,594 |
MARINER LLC1 year Filed as: MARINER Service code 16 · EIN 26-2766689 | Consulting | $47,838 |
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Employer 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 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 7.87% | 8.73%-0.9pp | 51.06%-43.2pp | 8.73%-0.9pp |
| Employer contribution / active EE | $7,435 | $14,479-48.7% | $33,707-77.9% | $14,479-48.7% |
| Participant deferral / active EE | $0 | $665-100.0% | $191-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |