Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOMURA CORPORATE RESAEARCH ASSET MG Service code 28 · EIN 13-3607885 | Investment Management | $62,269 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $53,602 |
AON CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $49,999 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 51-0368279 | Investment Management | $34,243 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $24,416 |
HYPERION BROOKFIELD4+ years Service code 28 · EIN 13-3750132 | Investment Management | $21,240 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $20,456 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $19,624 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,356 |
Filed as: TRUST COMPANY OF WEST Service code 28 · EIN 95-3703295 | Investment Management | $8,056 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -7.25% | -3.37%-3.9pp | -61.72%+54.5pp | 0.19%-7.4pp |
| Employer contribution / active EE | $95,563 | $36,881+159.1% | $47,703+100.3% | $13,763+594.4% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |