Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $596,527 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 51 · EIN 22-3321401 | Investment Mgmt Fees | $532,712 |
LINDSELL TRAIN LIMITED2+ years Service code 28 · EIN 98-1104976 | Investment Management | $495,851 |
Service code 28 320 PARK AVE., 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $462,863 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $409,807 |
RIVER AND MERCANTILE LLC2+ years Filed as: RIVER ROAD ASSET MGMT Service code 51 · EIN 43-2076925 | Investment Mgmt Fees | $396,198 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $388,085 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $355,742 |
POLARIS CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 74-3243565 | Investment Management | $329,076 |
Service code 51 · EIN 41-1923871 | Investment Mgmt Fees | $274,390 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 10.79% | 9.56%+1.2pp | 14.41%-3.6pp | 17.84%-7.0pp |
| Employer contribution / active EE | $7,074 | $24,624-71.3% | $45,283-84.4% | $14,688-51.8% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |