Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $37,145 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $33,000 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $25,612 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $25,608 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $24,179 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $19,255 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $14,310 |
DODGE & COX3+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $13,783 |
ABB BUSINESS SERVICES3+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $12,009 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT LLC Service code 27 · EIN 95-4328983 | Advisory (Plan) | $11,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.84% | 79.68%-68.8pp | 16.78%-5.9pp | 23.90%-13.1pp |
| Employer contribution / active EE | $6,745 | $21,735-69.0% | $26,328-74.4% | $16,539-59.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |