Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $1,386,706 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $239,591 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $202,728 |
MERGANSER CAPITAL MANAGEMENT1+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $105,607 |
CHICAGO EQUITY PARTNERS1+ years Service code 21 · EIN 36-4338679 | Bank Trustee | $99,067 |
SEYFARTH SHAW LLP1+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $93,094 |
EDGEWOOD MANAGEMENT LLC1+ years Filed as: EDGEWOOD MANAGEMENT Service code 21 · EIN 20-4044179 | Bank Trustee | $45,879 |
Service code 21 | Bank Trustee | $40,384 |
ABBOTT CAPITAL MANAGEMENT LLC1+ years Filed as: ABBOTT CAPITAL MANAGEMENT Service code 21 · EIN 04-3376204 | Bank Trustee | $37,579 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 21 · EIN 36-2214610 | Bank Trustee | $34,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -49.26% | 4.01%-53.3pp | -2.01%-47.3pp | 1.67%-50.9pp |
| Employer contribution / active EE | $2,936 | $6,352-53.8% | $34,453-91.5% | $10,506-72.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |