Filed February 7, 2020 (most recent of 3 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $819,161 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS LLC Service code 28 · EIN 13-3379970 | Investment Management | $379,311 |
GOLDMAN SACHS2+ years Filed as: PRISMA CAPITAL PARTNERS LP Service code 28 · EIN 13-2857105 | Investment Management | $238,516 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $185,446 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $126,278 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $118,008 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $113,709 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $94,158 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $88,604 |
Service code 27 | Advisory (Plan) | $54,704 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 6.31% | 10.84%-4.5pp | 5.00%+1.3pp | 5.86%+0.4pp |
| Employer contribution / active EE | $2,724 | $5,136-47.0% | $35,918-92.4% | $10,137-73.1% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |