Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP2 years Service code 29 · EIN 36-3909157 | Legal | $497,449 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $71,258 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $65,654 |
Service code 29 · EIN 47-4660619 | Legal | $57,748 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $51,078 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3807885 | Investment Management | $43,341 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $36,838 |
BEACON HILL1 year Service code 29 · EIN 04-3496741 | Legal | $23,417 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,312 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $19,405 |
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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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 9.45% | 7.94%+1.5pp | 9.78%-0.3pp | 11.84%-2.4pp |
| Employer contribution / active EE | $63,679 | $42,390+50.2% | $46,889+35.8% | $17,339+267.3% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |