Filed January 30, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $50,652 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $39,701 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $38,897 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $32,235 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $29,298 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $18,537 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $17,856 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-6055558 | Advisory (Plan) | $14,713 |
HYPERION BROOKFIELD2+ years Service code 28 · EIN 13-3750132 | Investment Management | $12,459 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $11,811 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 10.44% | 5.13%+5.3pp | 4.74%+5.7pp | 7.18%+3.3pp |
| Employer contribution / active EE | $0 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |