Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST, INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $138,796 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT. LTD Service code 28 · EIN 13-0057834 | Investment Management | $46,387 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $42,778 |
RAMIREZ ASSET MANAGEMENT2 years Service code 28 · EIN 13-4006232 | Investment Management | $10,824 |
SAGE ADVISORY SERVICES2 years Service code 28 · EIN 74-2798841 | Investment Management | $10,411 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,432 | $51,096+4.6% | $100,712-46.9% | $71,012-24.8% |
| Participation rate | 100.0% | 47.0%+53.0pp | 69.3%+30.7pp | 58.6%+41.4pp |
| Annual return | 7.94% | 16.42%-8.5pp | 33.27%-25.3pp | 37.67%-29.7pp |
| Employer contribution / active EE | $4,667 | $1,127+314.2% | $2,313+101.8% | $2,348+98.8% |
| Participant deferral / active EE | $0 | $1,937-100.0% | $4,085-100.0% | $3,246-100.0% |
| Admin fee / account holder | $246 | $2,179-88.7% | $9,256-97.3% | $1,167-78.9% |