Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Service code 11 · EIN 53-0181291 | Actuarial | $2,977,737 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MNGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $378,583 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $246,130 |
COHEN & STEERS4 years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 28 · EIN 13-3353336 | Investment Management | $215,839 |
Service code 28 · EIN 22-3361201 | Investment Management | $183,187 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLBL INVESTORS INC. Service code 27 · EIN 98-0202744 | Advisory (Plan) | $162,638 |
D. F. DENT & COMPANY, INC.6 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $143,961 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, JOHNSON, SNELL, P.L.C. Service code 29 · EIN 38-1603110 | Legal | $140,000 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $75,285 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $60,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.81% | 5.48%+4.3pp | 9.82%0pp | 9.30%+0.5pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |