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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $905,474 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $733,836 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $627,269 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $363,697 |
PUGH CAPITAL3 years Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $195,640 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $190,461 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $52,250 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $50,572 |
MCDERMOTT WILL & EMERY LLP6 years Service code 29 · EIN 36-1453176 | Legal | $27,905 |
Service code 28 · EIN 42-0127290 | Investment Management | $18,134 |
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Participant contribution per participant 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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 10.65% | 33.11%-22.5pp | 15.31%-4.7pp | 33.11%-22.5pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,686-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $1,815 | $680+167.0% | $126+1338.3% | $680+167.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |