Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST, INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $152,801 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $47,706 |
Filed as: MORGAN STANLEY INVESTMENT MGMT. LTD Service code 28 · EIN 13-0057834 | Investment Management | $43,865 |
RAMIREZ ASSET MANAGEMENT1 year Service code 28 · EIN 13-4006232 | Investment Management | $8,644 |
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $8,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,545 | $54,245+0.6% | $93,727-41.8% | $77,762-29.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 14.81% | 30.58%-15.8pp | 133.83%-119.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $4,663 | $1,168+299.4% | $2,421+92.6% | $2,728+70.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $276 | $575-52.1% | $8,292-96.7% | $433-36.3% |