Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $454,393 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0018129 | Actuarial | $411,770 |
L AND G INVESTMENT5+ years Service code 28 · EIN 27-3472226 | Investment Management | $112,500 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $83,550 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $75,900 |
AMERICAN REALTY ADVISORS2 years Filed as: BARING NORTH AMERICAN Service code 28 · EIN 51-0504477 | Investment Management | $67,617 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $60,000 |
Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $53,650 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN EMERGING MARKETS Service code 28 · EIN 26-3368395 | Investment Management | $44,402 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON LONDON Service code 28 · EIN 61-6506892 | Investment Management | $36,028 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 15.22% | 17.70%-2.5pp | 13.48%+1.7pp | 53.27%-38.1pp |
| Employer contribution / active EE | $23,138 | $40,511-42.9% | $47,067-50.8% | $14,774+56.6% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |