Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE TOWNSEND GROUP5+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $499,325 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $255,884 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $185,967 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $159,586 |
LINDSELL TRAIN LIMITED5+ years Service code 28 · EIN 98-1104976 | Investment Management | $153,501 |
POLARIS CAPITAL MANAGEMENT LLC5+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $110,624 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $109,875 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $98,736 |
PZENA INVESTMENT MANAGEMENT5+ years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $96,237 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $94,538 |
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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 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | 118.04% | 23.41%+94.6pp | 10.22%+107.8pp | 23.41%+94.6pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $51,198-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |