Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $818,791 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $231,808 |
Service code 27 | Advisory (Plan) | $215,672 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $195,784 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $165,503 |
AON CONSULTING4 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $163,518 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $150,448 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 36-2214610 | Investment Management | $111,963 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 36-7205063 | Investment Management | $101,126 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS LLC Service code 21 · EIN 20-5016401 | Bank Trustee | $94,974 |
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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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.83% | 1023.85%-1005.0pp | 20.73%-1.9pp | 1023.85%-1005.0pp |
| Employer contribution / active EE | $1,079 | $11,605-90.7% | $36,503-97.0% | $11,605-90.7% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |