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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 04-6987758 | Investment Management | $426,243 |
Service code 28 · EIN 13-3200244 | Investment Management | $341,192 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $166,476 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $150,326 |
VERUS1+ years Service code 16 · EIN 91-1320111 | Consulting | $120,000 |
NORTHERN TRUST COMPANY1+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $95,304 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $92,426 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $21,900 |
KUTAK ROCK LLP1+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $10,382 |
Service code 23 · EIN 13-4206965 | Insurance services | $10,000 |
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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 | $14,096,330-100.0% | $177,383-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -1.77% | 1.67%-3.4pp | -0.48%-1.3pp | 1.67%-3.4pp |
| Employer contribution / active EE | $26,529 | $10,506+152.5% | $23,357+13.6% | $10,506+152.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $17-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,964-100.0% | $66,276-100.0% |