Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $373,324 |
MERCER1+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $22,813 |
AON CONSULTING1+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 | Actuarial | $20,790 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $18,700 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $9,943 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LAN ADVISORS, LLC Service code 28 · EIN 23-2962336 | Investment Management | $9,516 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 16.67% | 13.80%+2.9pp | 9.65%+7.0pp | 13.80%+2.9pp |
| Employer contribution / active EE | $176 | $10,386-98.3% | $27,458-99.4% | $10,386-98.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |