Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $495,110 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 52-2211537 | Actuarial | $356,179 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $331,436 |
BURGUNDY ASSET MANAGEMENT LTD4+ years Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 · EIN 98-0407588 | Investment Management | $198,457 |
Service code 28 · EIN 45-3056700 | Investment Management | $191,405 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NEW YORK MELLON TRST CO Service code 21 · EIN 95-3571558 | Bank Trustee | $159,836 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $124,662 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $60,320 |
CARDINAL INVESTMENT ADVISORS4+ years Service code 16 · EIN 36-4464580 | Consulting | $46,302 |
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Annual investment return 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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -7.76% | 5.34%-13.1pp | 9.17%-16.9pp | 9.30%-17.1pp |
| Employer contribution / active EE | $9,074 | $9,329-2.7% | $40,523-77.6% | $12,551-27.7% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |