Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE TOWNSEND GROUP6+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $706,178 |
PZENA INVESTMENT MANAGEMENT5 years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $670,079 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $558,417 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $506,303 |
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $467,826 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $438,618 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $403,686 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $401,740 |
POLARIS CAPITAL MANAGEMENT LLC6+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $314,669 |
LINDSELL TRAIN LIMITED6+ years Service code 28 · EIN 98-1104976 | Investment Management | $296,363 |
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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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 14.30% | 15.63%-1.3pp | 9.78%+4.5pp | 15.63%-1.3pp |
| Employer contribution / active EE | $10,286 | $11,476-10.4% | $46,882-78.1% | $11,476-10.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |