Filed April 13, 2021
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $229,578 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $104,442 |
AON CONSULTING5+ years Filed as: AON INVESTMENT CONSULTING LLC Service code 11 · EIN 22-2232264 | Actuarial | $17,443 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $17,379 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $12,469 |
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 | Investment Management | $5,089 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,874-100.0% | $179,823-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 42.1%-42.1pp | 11.0%-11.0pp |
| Annual return | -3.13% | 7.34%-10.5pp | 148.78%-151.9pp | 8.21%-11.3pp |
| Employer contribution / active EE | $0 | $7,073-100.0% | $26,858-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |