Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $435,742 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS, INC Service code 27 · EIN 13-3353336 | Advisory (Plan) | $280,544 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 27 · EIN 13-3408600 | Advisory (Plan) | $213,726 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LP Service code 27 · EIN 76-1467823 | Advisory (Plan) | $212,642 |
Filed as: WELLESLY INVESTMENT MANAGEMENT INC Service code 27 · EIN 04-1354394 | Advisory (Plan) | $176,036 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $144,878 |
SEGALL BRYANT & HAMILL1+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $140,663 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4669888 | Advisory (Plan) | $117,295 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $113,957 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY Service code 27 · EIN 36-2214610 | Advisory (Plan) | $108,337 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.96% | 9.64%-13.6pp | -102.04%+98.1pp | 33.37%-37.3pp |
| Employer contribution / active EE | $1,882 | $8,034-76.6% | $36,232-94.8% | $11,253-83.3% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |