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 LLP3 years Service code 29 · EIN 36-3909157 | Legal | $854,186 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $378,550 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $277,919 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $266,745 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $237,788 |
LEGAL & GENERAL INVESTMENT7 years Service code 28 · EIN 20-8058531 | Investment Management | $200,772 |
Filed as: NOMURA Service code 28 · EIN 13-3607885 | Investment Management | $142,080 |
CAPITAL MARKET RISK ADVISORS3 years Filed as: CAPITAL MARKET RISK ADVISORS, INC. Service code 29 · EIN 47-4660619 | Legal | $106,432 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $91,903 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $58,675 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | 36.79% | -6.02%+42.8pp | -3.21%+40.0pp | 23.41%+13.4pp |
| Employer contribution / active EE | $10,571 | $11,241-6.0% | $46,051-77.0% | $12,650-16.4% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |