Filed December 1, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP2+ years Service code 28 · EIN 20-8262386 | Investment Management | $417,364 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $254,273 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $156,919 |
MERCER2+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $62,810 |
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $62,517 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $60,287 |
FISHER INVESTMENTS2+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $59,295 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Service code 28 · EIN 23-2312104 | Investment Management | $12,704 |
Service code 28 · EIN 95-3170259 | Investment Management | $6,013 |
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Annual investment return 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 8.67% | 15.82%-7.2pp | 16.78%-8.1pp | 17.84%-9.2pp |
| Employer contribution / active EE | $5,702 | $19,885-71.3% | $26,328-78.3% | $14,688-61.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |