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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255 | Pension Consulting | $259,251 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 28 · EIN 04-2955404 | Investment Management | $76,261 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818 | Pension Consulting | $63,586 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $34,050 |
ARMANINO LLP6 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $30,022 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $20,232 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -28.03% | -18.55%-9.5pp | -2.63%-25.4pp | 23.41%-51.4pp |
| Employer contribution / active EE | $8,371 | $6,513+28.5% | $29,813-71.9% | $12,650-33.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |