Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $4,534,764 |
CANTILLON CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,717,117 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES AND CO. Service code 28 · EIN 04-3200030 | Investment Management | $2,154,374 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,754,523 |
BAIN CAPITAL1 year Service code 27 · EIN 45-3645898 | Advisory (Plan) | $1,312,616 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,224,220 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS HOLDINGS LP Service code 28 · EIN 39-1807188 | Investment Management | $1,020,957 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $1,006,851 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $779,130 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $726,767 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 17.23% | 24.48%-7.2pp | 13.45%+3.8pp | 24.48%-7.2pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $26,057-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $181-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |