Filed January 30, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $131,860 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $72,902 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $57,040 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $49,249 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $45,848 |
Filed as: CORNERSTONE RESEARCH INC. Service code 29 · EIN 94-3092543 | Legal | $31,672 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $22,373 |
BROOKFIELD1 year Filed as: BROOKFIELD US INC. Service code 28 · EIN 22-3335453 | Investment Management | $13,068 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,016 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $10,301 |
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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 | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | -57.52% | 9.58%-67.1pp | 9.52%-67.0pp | 11.45%-69.0pp |
| Employer contribution / active EE | $168,932 | $21,155+698.6% | $41,951+302.7% | $17,219+881.1% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |