Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $792,900 |
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 27 · EIN 13-4064414 | Advisory (Plan) | $379,559 |
JOHCM (USA) INC.1+ years Filed as: JO HAMBRO Service code 27 · EIN 75-3269118 | Advisory (Plan) | $375,205 |
Service code 14 · EIN 38-2716869 | Plan Administrator | $365,823 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS INC. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $337,664 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $267,929 |
Service code 27 · EIN 04-2882358 | Advisory (Plan) | $261,263 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 27 · EIN 13-2700161 | Advisory (Plan) | $227,199 |
WARNER NORCROSS & JUDD LLP1+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $225,095 |
EAM INVESTORS, LLC1+ years Filed as: EAM INVESTORS LLC Service code 27 · EIN 26-0638588 | Advisory (Plan) | $151,248 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $110,523-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 47.6%-47.6pp | 5.5%-5.5pp |
| Annual return | 1.72% | 5.86%-4.1pp | 1.69%0pp | 5.86%-4.1pp |
| Employer contribution / active EE | $1,977 | $10,137-80.5% | $24,295-91.9% | $10,137-80.5% |
| Participant deferral / active EE | $1,977 | $492+301.7% | $1,031+91.7% | $492+301.7% |
| Admin fee / account holder | $0 | $387-100.0% | $1,392-100.0% | $387-100.0% |