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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $413,699 |
Filed as: INVESTMENT RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $143,274 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $107,026 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $47,444 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $39,048 |
ARMANINO LLP7 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $31,137 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 9.39% | 8.08%+1.3pp | 9.51%-0.1pp | 37.77%-28.4pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |