Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $169,976 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $34,465 |
AON CONSULTING3+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 | Actuarial | $11,783 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $11,393 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $11,214 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $5,824 |
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 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -18.37% | -10.92%-7.4pp | 7.07%-25.4pp | -5.25%-13.1pp |
| Employer contribution / active EE | $1,073,529 | $23,250+4517.3% | $34,847+2980.7% | $15,161+6980.8% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |