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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $366,790 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $332,850 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $139,106 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $138,343 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $107,500 |
Service code 20 · EIN 31-1301863 | Soft dollars commissions; Investment ... | $81,013 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $79,215 |
AXIOM ASIA PRIVATE CAPITAL2 years Service code 27 · EIN 98-0488590 | Advisory (Plan) | $40,500 |
Filed as: SCHRODER INVESTMENT MGMT N.A. Service code 27 · EIN 13-4064414 | Advisory (Plan) | $28,343 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $24,262 |
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Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 173.14% | 34.64%+138.5pp | 20.73%+152.4pp | 21.83%+151.3pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |