Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $518,857 |
Service code 28 · EIN 04-2955404 | Investment Management | $507,721 |
HARDING LOEVNER LP1 year Service code 28 · EIN 27-0684167 | Investment Management | $192,083 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $155,025 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLBL INVESTORS, INC Service code 28 · EIN 98-0202744 | Investment Management | $107,900 |
FISHER INVESTMENTS1 year Service code 28 · EIN 20-2480800 | Investment Management | $100,384 |
Service code 28 · EIN 98-0457328 | Investment Management | $77,685 |
Filed as: MERGANSER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-3651540 | Investment Management | $54,295 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $53,710 |
Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $34,632 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 14.53% | 117.00%-102.5pp | 90.61%-76.1pp | 5230.06%-5215.5pp |
| Employer contribution / active EE | $0 | $5,915-100.0% | $32,730-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |