Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $2,152,696 |
III OFFSHORE ADVISORS2+ years Service code 28 · EIN 88-0302775 | Investment Management | $1,111,591 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 27 · EIN 36-7045783 | Advisory (Plan) | $596,737 |
NORTHERN TRUST COMPANY2+ years Service code 28 · EIN 36-1561860 | Investment Management | $581,561 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $504,096 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $458,998 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 43-6334070 | Investment Management | $308,008 |
HARVEST FUND ADVISORS LLC2+ years Filed as: HARVEST INVESTMENTS Service code 28 · EIN 13-4314689 | Investment Management | $287,891 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $267,159 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $233,367 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 7.11% | 5.72%+1.4pp | 5.00%+2.1pp | 10.64%-3.5pp |
| Employer contribution / active EE | $10,176 | $7,055+44.2% | $35,918-71.7% | $11,561-12.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |