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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $912,499 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $315,205 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $165,534 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $137,439 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $132,032 |
WILLIAM BLAIR5+ years Service code 28 · EIN 36-2214610 | Investment Management | $131,087 |
BROOKFIELD2 years Service code 28 · EIN 46-7425989 | Investment Management | $127,518 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $109,548 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $100,748 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $87,968 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 23.58% | 17.95%+5.6pp | 13.45%+10.1pp | 21.83%+1.7pp |
| Employer contribution / active EE | $22,267 | $16,835+32.3% | $26,057-14.5% | $12,237+82.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |