Filed February 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $332,187 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT INTERNATIONAL FUND LLC Service code 21 · EIN 06-1550868 | Bank Trustee | $297,633 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $283,274 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA-LONG DURATION US TREASURY SEC Service code 21 · EIN 48-1140940 | Bank Trustee | $201,198 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 21 · EIN 04-3515240 | Bank Trustee | $175,163 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $140,850 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT Service code 21 · EIN 43-1708520 | Bank Trustee | $134,207 |
KILTEARN PARTNERS LLP1+ years Filed as: KILTEARN GLOBAL Service code 21 · EIN 27-4585908 | Bank Trustee | $115,757 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS EMERGING MARKETS FUND Service code 21 · EIN 22-3163872 | Bank Trustee | $92,697 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN EMERGING MARKETS Service code 21 · EIN 26-3368395 | Bank Trustee | $86,409 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.54% | 4.01%-6.6pp | -2.01%-0.5pp | 1.67%-4.2pp |
| Employer contribution / active EE | $9,363 | $6,352+47.4% | $34,453-72.8% | $10,506-10.9% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |