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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $366,691 |
GOLDMAN SACHS1 year Filed as: DSM CAPITAL PARTNERS Service code 27 · EIN 31-1770164 | Advisory (Plan) | $82,748 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 11 · EIN 06-1050034 | Actuarial | $50,888 |
AJO1 year Service code 27 · EIN 23-2312104 | Advisory (Plan) | $34,969 |
MARGARET SHRIVER3 years Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $28,000 |
KATTEN MUCHIN ROSENMAN LLP3 years Service code 29 · EIN 36-2796532 | Legal | $27,166 |
Filed as: AXA Service code 64 · EIN 13-3623351 | Recordkeeping Fees | $24,452 |
BAIRD FUNDS2 years Filed as: ROBERT P MORGENTHAU Service code 27 DODGEWOOD ROAD · BRONX, NY 10471 | Advisory (Plan) | $20,000 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $17,850 |
ANDREA GABALDON1 year Filed as: ANDREA TOBACK Service code 17 340 W DIVERSEY PKWY APT 1018 · CHICAGO, IL 60657 | Pension Consulting | $11,932 |
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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 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | -2.40% | -3.47%+1.1pp | -0.25%-2.1pp | 10.56%-13.0pp |
| Employer contribution / active EE | $86,672 | $12,028+620.6% | $39,776+117.9% | $13,643+535.3% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |