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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 | $1,886,601 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $957,505 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $732,634 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $330,813 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $316,391 |
WILLIAM BLAIR5+ years Service code 28 · EIN 81-2983623 | Investment Management | $315,584 |
BROOKFIELD2 years Service code 28 · EIN 46-7425989 | Investment Management | $306,358 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $269,069 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $242,188 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA GLOBAL Service code 28 · EIN 01-1867445 | Investment Management | $238,695 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 22.77% | 1023.85%-1001.1pp | 13.45%+9.3pp | 1023.85%-1001.1pp |
| Employer contribution / active EE | $19,741 | $11,605+70.1% | $26,057-24.2% | $11,605+70.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $181-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |