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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $989,466 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $712,635 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $330,462 |
PUGH CAPITAL2 years Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $277,319 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $238,750 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $233,886 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $61,012 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $54,500 |
MCDERMOTT WILL & EMERY LLP5 years Service code 29 · EIN 36-1453176 | Legal | $46,528 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $16,767 |
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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 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -26.16% | -14.80%-11.4pp | -4.80%-21.4pp | -14.80%-11.4pp |
| Employer contribution / active EE | $8,500 | $8,996-5.5% | $30,897-72.5% | $8,996-5.5% |
| Participant deferral / active EE | $1,792 | $455+293.8% | $64+2702.3% | $455+293.8% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |