Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $775,910 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $190,142 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $58,574 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $44,400 |
GIMBEL ABRAMS & SINGER10+ years Service code 10 · EIN 36-3663184 | Accounting | $24,121 |
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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 | 7.92% | 8.15%-0.2pp | 8.04%-0.1pp | 8.76%-0.8pp |
| Employer contribution / active EE | $83,759 | $60,767+37.8% | $42,693+96.2% | $16,664+402.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |