Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 98-1274359 | Indirect Investment Fees | $50,921 |
JUNTO OFFSHORE FUND LTD.4 years Service code 28 450 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $25,380 |
MERRIL LYNCH8 years Filed as: MERILL LYNCH PIERCE FENNER & SMITH Service code 33 · EIN 13-5529190 | Securities brokerage | $25,172 |
Filed as: DAVIDSON KEMPNER Service code 28 520 MADISON AVE. , 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $23,552 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $22,101 |
GQG PARTNERS LLC4 years Service code 28 · EIN 81-2109181 | Investment Management | $11,239 |
Service code 28 1350 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $5,595 |
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Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 16.11% | 7.73%+8.4pp | 12.78%+3.3pp | 9.89%+6.2pp |
| Employer contribution / active EE | $5,561 | $15,115-63.2% | $44,816-87.6% | $14,313-61.1% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |