Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $44,213 |
LOGAN CIRCLE PARTNERS, LP1+ years Service code 28 · EIN 20-8262386 | Investment Management | $36,274 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $14,298 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $13,098 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $13,075 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $7,052 |
MERCER1+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $5,207 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $5,112 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 7.65% | 4.69%+3.0pp | 5.44%+2.2pp | 4.56%+3.1pp |
| Employer contribution / active EE | $6,800 | $15,631-56.5% | $25,481-73.3% | $15,526-56.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |