Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $588,823 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MNGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $371,068 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $247,900 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LP Service code 28 · EIN 22-3361201 | Investment Management | $226,523 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLBL INVESTORS INC. Service code 27 · EIN 98-0202744 | Advisory (Plan) | $215,122 |
COHEN & STEERS3+ years Filed as: COHEN & STEERS, INC Service code 27 · EIN 13-3353336 | Advisory (Plan) | $206,475 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $155,104 |
D. F. DENT & COMPANY, INC.2 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $115,322 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $112,559 |
SEGALL BRYANT & HAMILL3+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $105,948 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.87% | 12.77%-1.9pp | 90.61%-79.7pp | 12.86%-2.0pp |
| Employer contribution / active EE | $5,332 | $8,963-40.5% | $32,730-83.7% | $13,687-61.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |