Filed April 4, 2018 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE TOWNSEND GROUP10+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $1,099,106 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $877,268 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $737,158 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $699,508 |
LINDSELL TRAIN LIMITED10+ years Service code 28 · EIN 98-1104976 | Investment Management | $617,395 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $534,673 |
MFS INVESTMENT MANAGEMENT2 years Service code 27 111 HUNTINGTON AVENUE STE 200 · BOSTON, MA 02199 | Advisory (Plan) | $500,666 |
POLARIS CAPITAL MANAGEMENT LLC10+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $473,598 |
BAILLIE GIFFORD OVERSEAS LTD10+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $334,036 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $238,910 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 5.97% | 7.72%-1.7pp | 2.61%+3.4pp | 7.72%-1.7pp |
| Employer contribution / active EE | $8,366 | $10,549-20.7% | $36,531-77.1% | $10,549-20.7% |
| Participant deferral / active EE | $0 | $275-100.0% | $87-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |