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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $198,131 |
Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $170,504 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $47,197 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $37,836 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $22,843 |
ARMANINO LLP4 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $13,262 |
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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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 12.78% | 11.99%+0.8pp | 10.57%+2.2pp | 12.86%-0.1pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $18,335-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |