Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $825,005 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $175,344 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $37,000 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 | Actuarial | $22,773 |
MILLIMAN, INC.1 year Service code 49 · EIN 91-0675641 | Other Services | $16,000 |
GIMBEL ABRAMS & SINGER3+ years Service code 10 · EIN 36-3663184 | Accounting | $11,632 |
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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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 12.58% | 12.03%+0.6pp | 14.41%-1.8pp | 23.90%-11.3pp |
| Employer contribution / active EE | $39,704 | $30,615+29.7% | $45,283-12.3% | $16,539+140.1% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |