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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $379,669 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 15 17875 VON KARMAN AVE · IRVINE, CA 92614 | Recordkeeping | $153,563 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $148,400 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $95,069 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,489 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 30-0587659 | Bank Trustee | $18,633 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,130 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.43% | 8.76%-10.2pp | 7.29%-8.7pp | 8.76%-10.2pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $20,019-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $31-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |