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 | $587,483 |
Service code 28 · EIN 13-3200244 | Investment Management | $389,298 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $185,628 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $164,997 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $77,577 |
FISHER INVESTMENTS5+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $57,920 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 36-2235791 | Recordkeeping | $53,552 |
MERCER5+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $39,718 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $37,298 |
ARONSON & JOHNSON & ORTIZ, LP5+ years Service code 28 · EIN 23-2312104 | Investment Management | $10,432 |
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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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 8.69% | 24.77%-16.1pp | -2.84%+11.5pp | 12.86%-4.2pp |
| Employer contribution / active EE | $17,178 | $13,270+29.4% | $33,329-48.5% | $13,687+25.5% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |