Filed December 1, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3200244 | Investment Management | $490,390 |
LOGAN CIRCLE PARTNERS, LP6+ years Service code 28 · EIN 20-8262386 | Investment Management | $372,213 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $222,437 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $184,776 |
FISHER INVESTMENTS6+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $67,563 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $44,431 |
MERCER6+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $40,565 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $20,873 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 36-2235791 | Recordkeeping | $14,225 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 11.00% | 9.47%+1.5pp | 7.32%+3.7pp | 15.63%-4.6pp |
| Employer contribution / active EE | $11,228 | $9,065+23.9% | $23,426-52.1% | $11,476-2.2% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |