Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $190,837 |
Service code 28 · EIN 13-3200244 | Investment Management | $154,920 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $119,830 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $91,666 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $85,081 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $79,840 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $78,281 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $72,098 |
AON CONSULTING2 years Service code 17 · EIN 22-2232264 | Pension Consulting | $68,410 |
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 28 · EIN 04-3492668 | Investment Management | $58,483 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -23.26% | 39.99%-63.2pp | 4.36%-27.6pp | 33.37%-56.6pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |