Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $781,492 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $151,546 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 11 · EIN 13-4008324 | Actuarial | $78,598 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $37,900 |
GIMBEL ABRAMS & SINGER7+ years Service code 10 · EIN 36-3663184 | Accounting | $2,160 |
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Annual investment return 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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | -10.45% | 7.36%-17.8pp | 9.78%-20.2pp | 13.24%-23.7pp |
| Employer contribution / active EE | $40,233 | $40,685-1.1% | $46,889-14.2% | $14,616+175.3% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |