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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $399,564 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 36-2235791 | Recordkeeping | $166,599 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $127,897 |
Service code 28 · EIN 13-3200244 | Investment Management | $117,617 |
CAUSEWAY CAPITAL MANAGEMENT LLC9+ years Service code 28 · EIN 04-6987758 | Investment Management | $98,638 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $40,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $33,300 |
PANAGORA ASSET MANAGEMENT7 years Service code 28 · EIN 04-3063840 | Investment Management | $23,852 |
Service code 23 · EIN 13-4206965 | Insurance services | $7,500 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 30-0587659 | Bank Trustee | $7,474 |
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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 | $3,299,877-100.0% | $343,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 4.71% | 37.77%-33.1pp | 16.99%-12.3pp | 37.77%-33.1pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $26,485-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $8-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |