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 | $464,406 |
Filed as: JP MORGAN Service code 16 · EIN 26-3073550 | Consulting | $258,876 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $224,511 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $211,575 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $93,257 |
MERCER8+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $29,958 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $19,217 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $17,329 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 0.55% | 10.30%-9.8pp | 7.69%-7.1pp | 9.11%-8.6pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |