Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP3+ years Service code 28 · EIN 20-8262386 | Investment Management | $58,888 |
Service code 28 · EIN 13-3200244 | Investment Management | $33,933 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $28,224 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $24,344 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $10,740 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $9,239 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $9,127 |
Service code 28 · EIN 23-2312104 | Investment Management | $7,254 |
MERCER3+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $6,823 |
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $5,589 |
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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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -3.45% | -2.83%-0.6pp | 12.68%-16.1pp | 10.56%-14.0pp |
| Employer contribution / active EE | $9,525 | $11,770-19.1% | $22,860-58.3% | $13,643-30.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |