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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,077,789 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $580,323 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $144,557 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $99,833 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $85,525 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $80,749 |
ANTHEM FINANCIAL SERVICES3 years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH I Service code 12 · EIN 95-4331852 | Float revenue; Direct payment from th... | $79,528 |
WILLIAM BLAIR9+ years Service code 28 · EIN 47-2614791 | Investment Management | $78,295 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 20-4659714 | Investment Management | $75,555 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $64,495 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 9.36% | 8.28%+1.1pp | 8.46%+0.9pp | 9.11%+0.3pp |
| Employer contribution / active EE | $8,293 | $8,225+0.8% | $25,175-67.1% | $12,231-32.2% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |