Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 21 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Bank Trustee | $1,067,826 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $799,204 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $302,420 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $159,182 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 36-4196764 | Investment Management | $146,492 |
Filed as: MESIROW Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $120,000 |
REED SMITH LLP2+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $116,874 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $28,394 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $26,000 |
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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 8.02% | 5.96%+2.1pp | 4.07%+4.0pp | 9.19%-1.2pp |
| Employer contribution / active EE | $16,338 | $13,653+19.7% | $36,235-54.9% | $12,608+29.6% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |