Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $225,597 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $79,830 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $51,820 |
WESTMINSTER CONSULTING, LLC4+ years Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $45,363 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $44,793 |
FENIMORE ASSET MANAGEMENT4+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $38,233 |
FUST CHARLES CHAMBERS LLP4+ years Filed as: FUST CHARLES CHAMBERS Service code 10 · EIN 16-1226221 | Accounting | $10,955 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -2.77% | -2.48%-0.3pp | -102.04%+99.3pp | 0.19%-3.0pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,232-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |