Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $309,863 |
LOYOLA UNIVERSITY OF CHICAGO1+ years Service code 14 · EIN 36-1408475 | Plan Administrator | $164,629 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $147,795 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $115,563 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC. Service code 16 · EIN 95-2755361 | Consulting | $98,167 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $90,748 |
DENVER INVESTMENTS1+ years Service code 28 · EIN 84-1284659 | Investment Management | $84,601 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $71,588 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $57,645 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $34,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $83,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 77.9%-77.9pp | 0.0%0pp |
| Annual return | -4.53% | 1.67%-6.2pp | -0.37%-4.2pp | 1.67%-6.2pp |
| Employer contribution / active EE | $10,344 | $10,506-1.5% | $27,460-62.3% | $10,506-1.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $1,021-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,063-100.0% | $66,276-100.0% |