Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $683,431 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $154,636 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $31,167 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $9,269 |
GIMBEL ABRAMS & SINGER1+ years Service code 10 · EIN 36-3663184 | Accounting | $7,133 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.42% | -2.09%+0.7pp | -1.68%+0.3pp | -0.60%-0.8pp |
| Employer contribution / active EE | $114,293 | $29,352+289.4% | $44,959+154.2% | $12,272+831.3% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |