Filed February 20, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 21 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Bank Trustee | $819,273 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $649,050 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $288,341 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 21 · EIN 13-4994650 | Bank Trustee | $170,728 |
REED SMITH LLP3+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $151,585 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 36-4196764 | Investment Management | $85,121 |
Filed as: MESIROW Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $51,120 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $34,991 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $24,998 |
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 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 13.26% | 12.17%+1.1pp | 12.88%+0.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $22,056 | $11,298+95.2% | $40,010-44.9% | $14,688+50.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |