Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 16 · EIN 22-2232264 | Consulting | $766,349 |
Filed as: AGAINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $79,796 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $76,940 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $45,744 |
RIVERBRIDGE PARTNERS2+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $35,346 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3408600 | Investment Management | $18,050 |
CARON & BLETZER, PLLC2+ years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $14,400 |
Service code 21 P.O. BOX 4906 · MIAMI LAKES, FL 330148500 | Bank Trustee | $12,463 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.87% | 17.94%-13.1pp | 5.44%-0.6pp | 7.18%-2.3pp |
| Employer contribution / active EE | $12,592 | $12,263+2.7% | $25,481-50.6% | $13,095-3.8% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |