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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,602,071 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,269,552 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $486,495 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 20-4659714 | Investment Management | $464,203 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $329,433 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $301,088 |
WILLIAM BLAIR10+ years Service code 28 · EIN 47-2614791 | Investment Management | $253,822 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $233,431 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $221,744 |
BLACKROCK10+ years Filed as: BLACKROCK BGI Service code 28 · EIN 94-3112180 | Investment Management | $190,330 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.20% | 8.48%-5.3pp | 4.95%-1.8pp | 8.48%-5.3pp |
| Employer contribution / active EE | $11,072 | $9,949+11.3% | $20,917-47.1% | $9,949+11.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |