Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 | Actuarial | $569,622 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MNGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $293,210 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $219,278 |
Service code 28 · EIN 22-3361201 | Investment Management | $180,259 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLBL INVESTORS INC. Service code 27 · EIN 98-0202744 | Advisory (Plan) | $176,726 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $157,280 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL MGMT, INC. Service code 28 · EIN 13-3353336 | Investment Management | $138,412 |
D. F. DENT & COMPANY, INC.4 years Filed as: D.F. DENT AND COMPANY, INC. Service code 28 · EIN 52-1045317 | Investment Management | $134,907 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $115,556 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $100,579 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -15.82% | -2.41%-13.4pp | -38.86%+23.0pp | 23.41%-39.2pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |