Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $475,947 |
Service code 27 · EIN 95-2705767 | Advisory (Plan) | $421,489 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $333,004 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 22 · EIN 13-5581829 | Insurance Broker | $283,646 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $229,858 |
LOGAN CIRCLE PARTNERS, LP5 years Service code 28 · EIN 20-8262386 | Investment Management | $98,160 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $58,650 |
JONES DAY1 year Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $39,500 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $26,330 |
Filed as: JACOB, HAXTON & BOORD LLC Service code 10 · EIN 20-0754801 | Accounting | $9,423 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.27% | 24.77%-11.5pp | -2.84%+16.1pp | 12.86%+0.4pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |