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 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $237,443 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK CREEK INVESTMETN MANAGEMENT Service code 28 | Investment Management | $216,994 |
THE TOWNSEND GROUP1+ years Filed as: TOWNSEND HOLDINGS LLC Service code 28 · EIN 45-3073569 | Investment Management | $163,900 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 52 · EIN 22-3321401 | Indirect Investment Fees | $142,271 |
LINDSELL TRAIN LIMITED1+ years Service code 28 · EIN 98-1104976 | Investment Management | $122,983 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $116,653 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $105,672 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 52 · EIN 47-0875103 | Indirect Investment Fees | $80,187 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $66,545 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3860154 | Investment Management | $61,007 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | - | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | - | 1.8%-1.8pp |
| Annual return | 0.00% | 0.19%-0.2pp | - | 0.19%-0.2pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | - | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | - | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |