Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP4+ years Service code 28 · EIN 20-8262386 | Investment Management | $43,761 |
Service code 28 · EIN 13-3200244 | Investment Management | $28,420 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $28,265 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $27,405 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $14,351 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $8,953 |
MERCER4+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $6,051 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 20.55% | 12.80%+7.7pp | 29.77%-9.2pp | 13.59%+7.0pp |
| Employer contribution / active EE | $0 | $11,862-100.0% | $33,607-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |