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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $1,077,525 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $648,915 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $364,986 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $305,722 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $250,507 |
PUGH CAPITAL4 years Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $194,083 |
MCDERMOTT WILL & EMERY LLP7 years Service code 29 · EIN 36-1453176 | Legal | $72,581 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $51,200 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $44,828 |
RVK, INC.5 years Service code 17 · EIN 93-0910652 | Pension Consulting | $25,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -4.05% | 8.48%-12.5pp | 6.70%-10.8pp | 8.48%-12.5pp |
| Employer contribution / active EE | $6,320 | $9,949-36.5% | $25,217-74.9% | $9,949-36.5% |
| Participant deferral / active EE | $1,959 | $734+167.0% | $47+4064.8% | $734+167.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |