Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $255,774 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $199,888 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $136,884 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $136,095 |
LINDSELL TRAIN LIMITED3+ years Service code 28 · EIN 98-1104976 | Investment Management | $114,979 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $113,131 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $109,732 |
POLARIS CAPITAL MANAGEMENT LLC3+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $95,328 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $82,922 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $82,849 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 17.23% | 11.57%+5.7pp | 380.66%-363.4pp | 11.45%+5.8pp |
| Employer contribution / active EE | $1,418 | $36,657-96.1% | $45,083-96.9% | $17,219-91.8% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |