Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $479,746 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0018129 | Actuarial | $426,935 |
Filed as: CBIZ CPAS Service code 10 · EIN 43-1947695 | Accounting | $92,940 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $54,152 |
HS MANAGEMENT PARTNERS, LLC8 years Filed as: HS MANAGEMENT Service code 28 · EIN 26-0335469 | Investment Management | $42,153 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN EMERGING MARKETS II Service code 28 · EIN 26-3368395 | Investment Management | $39,970 |
Filed as: CLIFTON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $26,925 |
BAREES CAPITAL MANAGEMENT8 years Service code 28 · EIN 74-2961140 | Investment Management | $10,072 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 8.11% | 8.15%0pp | 8.04%+0.1pp | 8.76%-0.6pp |
| Employer contribution / active EE | $20,051 | $60,767-67.0% | $42,693-53.0% | $16,664+20.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |