Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $568,984 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MNGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $385,263 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $299,599 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LP Service code 28 · EIN 22-3361201 | Investment Management | $240,724 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 28 · EIN 13-3353336 | Investment Management | $215,937 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $214,539 |
D. F. DENT & COMPANY, INC.3 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $154,181 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLBL INVESTORS INC. Service code 27 · EIN 98-0202744 | Advisory (Plan) | $153,253 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 35-2679129 | Investment Management | $144,998 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $113,173 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 12.31% | 35.98%-23.7pp | 10.75%+1.6pp | 15.63%-3.3pp |
| Employer contribution / active EE | $3,971 | $8,396-52.7% | $35,170-88.7% | $11,476-65.4% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |