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 | $371,564 |
Service code 28 · EIN 13-3200244 | Investment Management | $254,149 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $225,406 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $183,203 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $77,104 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $65,818 |
MERCER4+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $51,989 |
FISHER INVESTMENTS4+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $42,033 |
ARONSON & JOHNSON & ORTIZ, LP4+ years Service code 28 · EIN 23-2312104 | Investment Management | $11,037 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $6,688 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 19.96% | 22.40%-2.4pp | 29.77%-9.8pp | 21.83%-1.9pp |
| Employer contribution / active EE | $12,729 | $13,519-5.8% | $33,607-62.1% | $12,237+4.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |