Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0018129 | Actuarial | $492,639 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $490,565 |
MAYER HOFFMAN MCCANN P.C.8+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $86,400 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $73,788 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN EMERGING MARKETS II Service code 28 · EIN 26-3368395 | Investment Management | $60,403 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $45,260 |
HS MANAGEMENT PARTNERS, LLC6 years Filed as: HS MANAGEMENT Service code 28 · EIN 26-0335469 | Investment Management | $26,314 |
Filed as: CLIFTON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $17,108 |
BAREES CAPITAL MANAGEMENT6 years Service code 28 · EIN 74-2961140 | Investment Management | $5,797 |
L AND G INVESTMENT8+ years Service code 28 · EIN 27-3472226 | Investment Management | $5,612 |
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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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -11.01% | -13.41%+2.4pp | 10.22%-21.2pp | 2.78%-13.8pp |
| Employer contribution / active EE | $11,000 | $53,848-79.6% | $51,212-78.5% | $15,276-28.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |