Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 2,361 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROGRESS INVESTMENT MGMT CO LLC Service code 28 · EIN 86-1105498 | Investment Management | $840,969 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $788,204 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $530,882 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $530,015 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $438,880 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $401,559 |
ARIEL INVESTMENTS, LLC1+ years Filed as: ARIEL CAPITAL MANAGEMENT, LLC Service code 28 · EIN 02-0712418 | Investment Management | $155,847 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $127,813 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $125,233 |
AON CONSULTING1+ years Filed as: AON SERVICE CORPORATION Service code 15 · EIN 36-3051915 | Recordkeeping | $25,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -4.22% | -0.09%-4.1pp | -0.81%-3.4pp | 1.67%-5.9pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |