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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,112,980 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS LLC Service code 21 · EIN 20-5016401 | Bank Trustee | $330,733 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $221,690 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $161,272 |
NEPC, LLC4+ years Service code 16 · EIN 04-2927339 | Consulting | $124,635 |
Service code 27 | Advisory (Plan) | $120,912 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $111,917 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 36-7205063 | Investment Management | $109,725 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 36-2214610 | Investment Management | $108,394 |
AON CONSULTING3 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $107,360 |
Sign up free to preview 1 actuary disclosure
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 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 10.65% | 16.96%-6.3pp | -102.04%+112.7pp | 73.13%-62.5pp |
| Employer contribution / active EE | $2,682 | $5,316-49.6% | $36,232-92.6% | $8,421-68.2% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |