Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 21 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Bank Trustee | $486,119 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $451,980 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $425,656 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $172,414 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 36-4196764 | Investment Management | $123,282 |
REED SMITH LLP1+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $103,910 |
PICTET ASSET MANAGEMENT1+ years Filed as: PICTET ASSET MANAGEMENT LIMITED Service code 28 · EIN 26-0412249 | Investment Management | $66,230 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $54,443 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
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 | $0 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.47% | 3.11%-3.6pp | -2.79%+2.3pp | 3.11%-3.6pp |
| Employer contribution / active EE | $16,984 | $9,361+81.4% | $39,327-56.8% | $9,361+81.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |