Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP2 years Service code 29 · EIN 36-3909157 | Legal | $1,658,710 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $326,744 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $264,802 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $257,613 |
LEGAL & GENERAL INVESTMENT6 years Service code 28 · EIN 20-8058531 | Investment Management | $214,217 |
CAPITAL MARKET RISK ADVISORS2 years Filed as: CAPITAL MARKET RISK ADVISORS, INC. Service code 29 · EIN 47-4660619 | Legal | $192,558 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $92,250 |
BEACON HILL1 year Filed as: BEACON HILL STAFFING GROUP Service code 29 · EIN 04-3496741 | Legal | $78,083 |
Filed as: NOMURA Service code 28 · EIN 13-3607885 | Investment Management | $74,851 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $69,110 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 7.79% | 12.07%-4.3pp | 8.95%-1.2pp | 15.63%-7.8pp |
| Employer contribution / active EE | $6,474 | $9,481-31.7% | $46,559-86.1% | $11,476-43.6% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |