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 | $324,227 |
LOGAN CIRCLE PARTNERS, LP1+ years Service code 28 · EIN 20-8262386 | Investment Management | $264,310 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $95,701 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $92,656 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $89,990 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $45,699 |
MERCER1+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $38,115 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $37,629 |
FISHER INVESTMENTS1+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $36,260 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Service code 28 · EIN 23-2312104 | Investment Management | $10,528 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.51% | 6.04%+1.5pp | 5.44%+2.1pp | 9.19%-1.7pp |
| Employer contribution / active EE | $4,393 | $12,925-66.0% | $25,481-82.8% | $12,608-65.2% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |