Filed April 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 52-2211537 | Actuarial | $432,318 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4494650 | Discretionary Trustee | $396,373 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $357,617 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $291,949 |
Service code 28 · EIN 45-3056700 | Investment Management | $266,043 |
BURGUNDY ASSET MANAGEMENT LTD1+ years Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 · EIN 98-0407588 | Investment Management | $156,135 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON TRST CO Service code 21 · EIN 95-3571558 | Bank Trustee | $122,897 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $109,683 |
CARDINAL INVESTMENT ADVISORS1+ years Service code 16 · EIN 36-4464580 | Consulting | $40,232 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 3.21% | 12.07%-8.9pp | 8.95%-5.7pp | 15.63%-12.4pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |