Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
CANTILLON CAPITAL MANAGEMENT LLC7+ years Service code 28 · EIN 14-1875682 | Investment Management | $4,914,721 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $4,045,742 |
ARTISAN PARTNERS6 years Service code 28 · EIN 30-0551775 | Investment Management | $2,184,213 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $2,100,767 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,605,444 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,531,874 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,030,856 |
Filed as: BAILLIE GIFFORD INT'L LLC Service code 28 · EIN 98-0473976 | Investment Management | $882,051 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $874,936 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $511,365 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 8.44% | 13.51%-5.1pp | 8.31%+0.1pp | 13.51%-5.1pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $21,002-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $224-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |