Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $749,044 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 | Investment Management | $388,243 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $276,103 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $232,486 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $152,752 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $141,578 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $73,182 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $71,128 |
AON CONSULTING5 years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $62,413 |
Service code 27 | Advisory (Plan) | $25,093 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 13.24% | 117.00%-103.8pp | 90.61%-77.4pp | 5230.06%-5216.8pp |
| Employer contribution / active EE | $2,181 | $5,915-63.1% | $32,730-93.3% | $10,491-79.2% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |