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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $1,251,700 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,223,346 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $841,841 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $502,928 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $456,964 |
PUGH CAPITAL1 year Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $354,358 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $127,852 |
MCDERMOTT WILL & EMERY LLP4 years Service code 29 · EIN 36-1453176 | Legal | $113,414 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $46,100 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $42,109 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | -1.09% | 19.39%-20.5pp | 36.37%-37.5pp | 19.39%-20.5pp |
| Employer contribution / active EE | $2,714 | $8,446-67.9% | $37,223-92.7% | $8,446-67.9% |
| Participant deferral / active EE | $1,677 | $353+374.8% | $524+219.8% | $353+374.8% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |