Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 98-1274359 | Indirect Investment Fees | $61,031 |
JUNTO OFFSHORE FUND LTD.5 years Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $27,972 |
Filed as: DAVIDSON KEMPNER Service code 28 520 MADISON AVE. , 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $25,618 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $17,785 |
GQG PARTNERS LLC5 years Service code 28 · EIN 81-2109181 | Investment Management | $14,172 |
MERRIL LYNCH9 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $12,666 |
Service code 28 1350 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $6,397 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 11.56% | 9.01%+2.5pp | 8.41%+3.1pp | 8.21%+3.3pp |
| Employer contribution / active EE | $1,437 | $10,608-86.5% | $41,333-96.5% | $13,841-89.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |