Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $919,191 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 52 · EIN 22-3321401 | Indirect Investment Fees | $602,665 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $546,634 |
LINDSELL TRAIN LIMITED3+ years Service code 28 · EIN 98-1104976 | Investment Management | $520,959 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $494,144 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $447,629 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 52 · EIN 47-0875103 | Indirect Investment Fees | $339,675 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $281,888 |
PZENA INVESTMENT MANAGEMENT2 years Service code 28 · EIN 13-3860154 | Investment Management | $258,434 |
Filed as: STONE HARBOR INVESTMENT PARTNERS L Service code 28 · EIN 20-3888588 | Investment Management | $250,525 |
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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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | 9.70% | -1.84%+11.5pp | -61.72%+71.4pp | 33.37%-23.7pp |
| Employer contribution / active EE | $6,220 | $20,811-70.1% | $47,703-87.0% | $11,253-44.7% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |