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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $224,684 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $145,767 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $43,275 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $25,614 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $23,508 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $20,401 |
Filed as: INCOME RESEARCH & MANGAGEMENT Service code 28 · EIN 26-3761443 | Investment Management | $13,569 |
Service code 28 · EIN 20-8058531 | Investment Management | $7,142 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $5,002 |
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Form 5500 reported that benefits due were not provided when due.
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 11.58% | 13.43%-1.9pp | 337.46%-325.9pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $21,964-100.0% | $20,191-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |