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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,096,118 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $574,489 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $147,406 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 20-4659714 | Investment Management | $140,155 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $102,153 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $99,205 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $89,078 |
WILLIAM BLAIR10+ years Service code 28 · EIN 47-2614791 | Investment Management | $76,475 |
ANTHEM FINANCIAL SERVICES4 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH I Service code 12 · EIN 95-4331852 | Float revenue; Contract Administrator... | $75,468 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $70,314 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.17% | 18.61%-14.4pp | 4.95%-0.8pp | 9.30%-5.1pp |
| Employer contribution / active EE | $5,924 | $11,871-50.1% | $20,917-71.7% | $12,551-52.8% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |