Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1350 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $132,028 |
Service code 52 · EIN 98-1274359 | Indirect Investment Fees | $104,623 |
JUNTO OFFSHORE FUND LTD.1 year Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $56,437 |
VULCAN VALUE PARTNERS6+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $41,272 |
Service code 28 | Investment Management | $39,925 |
MERRIL LYNCH5 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $23,421 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $10,501 |
GQG PARTNERS LLC1 year Service code 28 · EIN 81-2109181 | Investment Management | $8,292 |
NITORUM CAPITAL, L.P.1 year Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 5.88% | 8.09%-2.2pp | 1087.39%-1081.5pp | 9.29%-3.4pp |
| Employer contribution / active EE | $15,094 | $22,299-32.3% | $42,245-64.3% | $15,168-0.5% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |