Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $2,725,641 |
CANTILLON CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 14-1875683 | Investment Management | $2,470,529 |
BAIN CAPITAL3 years Filed as: BAIN CAPITAL VENTURE FUND Service code 28 · EIN 45-3645898 | Investment Management | $1,701,926 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,643,248 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,626,516 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS HOLDINGS LP Service code 28 · EIN 39-1807188 | Investment Management | $1,374,930 |
Filed as: MAWER Service code 28 | Investment Management | $1,302,848 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD Service code 28 · EIN 98-0473976 | Investment Management | $1,113,826 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTANT, I Service code 28 · EIN 27-2436452 | Investment Management | $1,010,155 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $947,389 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.96% | -1.95%-4.0pp | -6.55%+0.6pp | -1.95%-4.0pp |
| Employer contribution / active EE | $33,172 | $9,243+258.9% | $21,653+53.2% | $9,243+258.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |