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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $974,442 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $208,652 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $184,784 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $128,609 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $123,458 |
WILLIAM BLAIR6+ years Service code 28 · EIN 47-2614791 | Investment Management | $120,527 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $112,894 |
ANTHEM FINANCIAL SERVICES3 years Filed as: ANTHEM BLUE CROSS Service code 50 · EIN 95-4331852 | Direct Payment | $109,349 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $105,665 |
BROOKFIELD3 years Service code 28 · EIN 46-7425989 | Investment Management | $101,143 |
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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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 13.95% | 19.50%-5.6pp | 8.35%+5.6pp | 12.86%+1.1pp |
| Employer contribution / active EE | $11,964 | $27,684-56.8% | $27,010-55.7% | $13,687-12.6% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |