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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 04-6987758 | Investment Management | $632,008 |
Service code 28 · EIN 13-3200244 | Investment Management | $291,021 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $196,966 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $167,978 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $130,000 |
Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $102,000 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $81,543 |
Service code 28 · EIN 04-3063840 | Investment Management | $48,970 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $44,897 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $21,925 |
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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 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 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 17.23% | 17.84%-0.6pp | 7.25%+10.0pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $33,137-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $13-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |