Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,658,830 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $979,047 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MGMT. CORP. Service code 28 · EIN 25-1442864 | Investment Management | $556,235 |
JOHNSON BANK6+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1801770 | Investment Management | $476,179 |
INSIGHT NORTH AMERICA LLC3 years Service code 28 · EIN 25-1694680 | Investment Management | $442,681 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $372,565 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $344,164 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 28 · EIN 51-0294065 | Investment Management | $300,982 |
REAMS ASSET MANAGEMENT6+ years Service code 28 · EIN 43-1925734 | Investment Management | $287,286 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $258,031 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.62% | 24.77%-11.2pp | -2.84%+16.5pp | 12.86%+0.8pp |
| Employer contribution / active EE | $60,086 | $13,270+352.8% | $33,329+80.3% | $13,687+339.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |