Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $758,405 |
PZENA INVESTMENT MANAGEMENT4 years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $583,889 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $580,523 |
LINDSELL TRAIN LIMITED5+ years Service code 28 · EIN 98-1104976 | Investment Management | $490,448 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $482,567 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $468,067 |
POLARIS CAPITAL MANAGEMENT LLC5+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $406,628 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $389,897 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $353,707 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $353,396 |
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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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 13.60% | 12.86%+0.7pp | 380.66%-367.1pp | 12.86%+0.7pp |
| Employer contribution / active EE | $12,654 | $13,687-7.5% | $45,083-71.9% | $13,687-7.5% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |