Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP9+ years Service code 28 · EIN 20-8262386 | Investment Management | $73,243 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3275867 | Recordkeeping | $63,708 |
FISHER INVESTMENTS8 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $40,586 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $32,042 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $21,348 |
MERCER9+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $12,783 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 16.07% | 3.31%+12.8pp | 5.04%+11.0pp | 13.05%+3.0pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |