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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,292,305 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,046,415 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $424,284 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT MGMT LTD Service code 28 · EIN 11-6453953 | Investment Management | $325,029 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $250,490 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $174,368 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $141,861 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $132,668 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $100,077 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMORY LLP Service code 29 · EIN 36-1453176 | Legal | $55,595 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.81% | 3.11%-5.9pp | -2.90%+0.1pp | 3.11%-5.9pp |
| Employer contribution / active EE | $6,855 | $9,361-26.8% | $27,990-75.5% | $9,361-26.8% |
| Participant deferral / active EE | $1,427 | $375+281.1% | $137+941.5% | $375+281.1% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |