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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $425,510 |
Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $301,062 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $115,797 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $82,164 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $53,874 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $28,789 |
Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $6,721 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 13.53% | 11.11%+2.4pp | 10.57%+3.0pp | 11.45%+2.1pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |