Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $564,191 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $147,594 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $44,400 |
GIMBEL ABRAMS & SINGER3 years Service code 10 · EIN 36-3663184 | Accounting | $22,573 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 11 · EIN 13-4008324 | Actuarial | $10,750 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 10.29% | 9.30%+1.0pp | 8.04%+2.2pp | 9.30%+1.0pp |
| Employer contribution / active EE | $9,586 | $12,551-23.6% | $42,693-77.5% | $12,551-23.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |