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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 04-3515240 | Consulting | $339,398 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $236,625 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,332 |
SANDERSON ASSET MANAGEMENT2 years Filed as: SANDERSON ASSET MANAGEMENT, LLP Service code 28 · EIN 13-4169008 | Investment Management | $41,269 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $35,331 |
KILTEARN PARTNERS LLP3 years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $33,525 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $24,898 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $21,661 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $12,353 |
Service code 28 · EIN 74-1669418 | Investment Management | $10,128 |
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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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 17.10% | 12.11%+5.0pp | 12.93%+4.2pp | 16.32%+0.8pp |
| Employer contribution / active EE | $97,323 | $18,276+432.5% | $35,210+176.4% | $17,007+472.3% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |