Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP5+ years Service code 28 · EIN 20-8262386 | Investment Management | $63,735 |
Service code 28 · EIN 13-3200244 | Investment Management | $43,681 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $28,324 |
ALIGHT SOLUTIONS LLC3 years Service code 28 · EIN 36-2235791 | Investment Management | $22,521 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $17,989 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $8,355 |
FISHER INVESTMENTS4 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $6,215 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $5,060 |
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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 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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.27% | 9.93%-0.7pp | -2.84%+12.1pp | 9.29%0pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |