Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE TOWNSEND GROUP7+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $789,202 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $372,624 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $293,928 |
LINDSELL TRAIN LIMITED7+ years Service code 28 · EIN 98-1104976 | Investment Management | $242,614 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $232,906 |
POLARIS CAPITAL MANAGEMENT LLC7+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $174,846 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $173,662 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $156,057 |
PZENA INVESTMENT MANAGEMENT3 years Filed as: PZENA INVESTMENT MANAGEMENT LLC Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $152,107 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $144,692 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $319,010-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | - |
| Annual return | -92.44% | 55.68%-148.1pp | 10.22%-102.7pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $51,205-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $10,810-100.0% | - |