Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $455,033 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0018129 | Actuarial | $257,086 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $119,366 |
Filed as: CBIZ CPAS Service code 10 · EIN 43-1947695 | Accounting | $68,110 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN EMERGING MARKETS II Service code 28 · EIN 26-3368395 | Investment Management | $53,092 |
Filed as: CLIFTON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $24,404 |
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $17,700 |
HS MANAGEMENT PARTNERS, LLC7 years Filed as: HS MANAGEMENT Service code 28 · EIN 26-0335469 | Investment Management | $13,996 |
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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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 10.67% | 11.98%-1.3pp | 35.16%-24.5pp | 37.77%-27.1pp |
| Employer contribution / active EE | $17,570 | $57,753-69.6% | $46,401-62.1% | $15,798+11.2% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |