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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,044,532 |
Filed as: CONDUENT Service code 65 · EIN 81-2983623 | Account Maintenance | $381,060 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $318,262 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $311,243 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $291,066 |
WILLIAM BLAIR4+ years Service code 28 · EIN 36-2214610 | Investment Management | $287,357 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $280,080 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $269,388 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1478618 | Investment Management | $262,560 |
BROOKFIELD1 year Service code 28 · EIN 46-7425989 | Investment Management | $236,630 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $221,583-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -6.52% | 73.13%-79.7pp | -6.55%0pp | 73.13%-79.7pp |
| Employer contribution / active EE | $13,565 | $8,421+61.1% | $21,653-37.4% | $8,421+61.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $160-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,920-100.0% | - |