Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 | Advisory (Plan) | $658,936 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $123,194 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 11 · EIN 13-4008324 | Actuarial | $48,500 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $43,500 |
GIMBEL ABRAMS & SINGER9+ years Service code 10 · EIN 36-3663184 | Accounting | $1,989 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 8.33% | 11.98%-3.6pp | 35.16%-26.8pp | 37.77%-29.4pp |
| Employer contribution / active EE | $133,698 | $57,753+131.5% | $46,401+188.1% | $15,798+746.3% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |