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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $237,540 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $138,598 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $89,651 |
TRAVIS WOLFF, LLP2+ years Service code 10 · EIN 20-8185533 | Accounting | $62,191 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $39,366 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $16,251 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $9,428 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported that benefits due were not provided when due.
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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 5.49% | 13.53%-8.0pp | 18.87%-13.4pp | 9.19%-3.7pp |
| Employer contribution / active EE | $6,454 | $18,999-66.0% | $19,828-67.5% | $12,608-48.8% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |