Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH7 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $89,441 |
Service code 52 · EIN 98-1274359 | Indirect Investment Fees | $50,117 |
JUNTO OFFSHORE FUND LTD.3 years Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $23,675 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $23,130 |
Filed as: DAVIDSON KEMPNER Service code 28 520 MADISON AVE. , 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $22,915 |
Service code 28 | Investment Management | $17,325 |
GQG PARTNERS LLC3 years Service code 28 · EIN 81-2109181 | Investment Management | $11,010 |
NITORUM CAPITAL, L.P.3 years Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $10,634 |
Service code 28 1350 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $9,451 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -19.38% | -12.59%-6.8pp | -11.06%-8.3pp | -5.25%-14.1pp |
| Employer contribution / active EE | $0 | $15,979-100.0% | $55,362-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |