Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 13 · EIN 36-2235791 | Contract Administrator | $1,151,662 |
Service code 11 · EIN 53-0181291 | Actuarial | $386,530 |
INVESCO4 years Filed as: INVESCO EMERGING MKTS EQUITY FUND Service code 27 · EIN 51-0423349 | Advisory (Plan) | $360,382 |
DODGE & COX8+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $238,746 |
MUZINICH & CO., INC.4 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $213,733 |
ABB BUSINESS SERVICES8+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $212,966 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON Service code 28 · EIN 98-1669899 | Investment Management | $152,674 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $118,250 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $111,991 |
Filed as: FAEGRE, DRINKER & BIDDLE LLP Service code 29 · EIN 23-1423089 | Legal | $79,232 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -14.87% | 87.23%-102.1pp | -5.12%-9.8pp | 23.41%-38.3pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |