Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $402,886 |
AON CONSULTING2 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $272,750 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS LLC Service code 21 · EIN 20-5016401 | Bank Trustee | $221,135 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $206,703 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 11 · EIN 75-2469954 | Actuarial | $205,384 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $149,811 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $127,097 |
NEPC, LLC3+ years Service code 16 · EIN 04-2927339 | Consulting | $121,990 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $104,824 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $103,584 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.31% | 14.80%-1.5pp | 10.16%+3.2pp | 16.32%-3.0pp |
| Employer contribution / active EE | $1,623 | $5,344-69.6% | $33,192-95.1% | $12,766-87.3% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |