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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $516,175 |
Filed as: INVESTMENT RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $155,006 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $124,984 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $73,228 |
ARMANINO LLP6 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $59,564 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $39,768 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -24.99% | 62.64%-87.6pp | -2.63%-22.4pp | 2.78%-27.8pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,813-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |