Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0018129 | Actuarial | $603,872 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $548,889 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $147,510 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $66,660 |
Filed as: ACADIAN EMERGING MARKETS II Service code 28 · EIN 26-3368395 | Investment Management | $64,014 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $60,000 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $55,750 |
BAREES CAPITAL MANAGEMENT5 years Service code 28 · EIN 74-2961140 | Investment Management | $25,179 |
HS MANAGEMENT PARTNERS, LLC5 years Filed as: HS MANAGEMENT Service code 28 · EIN 26-0335469 | Investment Management | $9,872 |
Filed as: MISSION CREEK PARTNERS Service code 27 101 MISSION STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $9,496 |
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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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 6.39% | 7.36%-1.0pp | 9.78%-3.4pp | 13.24%-6.8pp |
| Employer contribution / active EE | $43,161 | $40,685+6.1% | $46,889-7.9% | $14,616+195.3% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |