Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $958,049 |
GOLDMAN SACHS1+ years Filed as: PRISMA CAPITAL PARTNERS LP Service code 28 · EIN 13-2857105 | Investment Management | $235,104 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS LLS Service code 28 · EIN 13-3379970 | Investment Management | $211,272 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $167,010 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $123,211 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $116,031 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $115,121 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $95,914 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $92,467 |
Service code 27 | Advisory (Plan) | $52,115 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -1.30% | -1.20%-0.1pp | -2.01%+0.7pp | -0.08%-1.2pp |
| Employer contribution / active EE | $5,846 | $5,696+2.6% | $34,453-83.0% | $7,991-26.8% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |