Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $415,553 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,945 |
AON CONSULTING2+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 | Actuarial | $18,783 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $17,083 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 17 · EIN 61-0736136 | Pension Consulting | $12,082 |
RVK, INC.1 year Filed as: R. V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $9,272 |
Service code 28 · EIN 23-2962336 | Investment Management | $7,442 |
Annual investment return 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 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | -1.96% | 9.26%-11.2pp | 10.41%-12.4pp | 18.35%-20.3pp |
| Employer contribution / active EE | $187,500 | $10,913+1618.2% | $31,248+500.0% | $14,669+1178.2% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |