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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 90-0337987 | Bank Trustee | $1,880,032 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 04-3480839 | Investment Mgmt Fees | $204,001 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $150,000 |
LAZARD ASSET MANAGEMENT3 years Service code 51 · EIN 20-4571006 | Investment Mgmt Fees | $147,491 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $122,562 |
JONES & ROTH, PC5+ years Service code 10 · EIN 93-0819646 | Accounting | $21,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.08% | 22.40%-1.3pp | 29.77%-8.7pp | 21.83%-0.8pp |
| Employer contribution / active EE | $6,658 | $13,519-50.8% | $33,607-80.2% | $12,237-45.6% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |