Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP3 years Service code 29 · EIN 36-3909157 | Legal | $256,171 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $121,647 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $78,648 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $76,785 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,639 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $66,955 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3807885 | Investment Management | $53,179 |
CAPITAL MARKET RISK ADVISORS2 years Service code 29 · EIN 47-4660619 | Legal | $31,919 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $28,391 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $25,791 |
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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 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | 47.41% | -11.16%+58.6pp | 10.22%+37.2pp | 39.82%+7.6pp |
| Employer contribution / active EE | $0 | $48,316-100.0% | $51,212-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |