Filed February 24, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP3 years Service code 29 · EIN 36-3909157 | Legal | $47,731 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $47,718 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $47,711 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 13-3806701 | Bank Trustee | $34,108 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-2632339 | Investment Management | $17,716 |
MERCER1 year Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $17,093 |
BLACKROCK3 years Service code 28 · EIN 13-3806691 | Investment Management | $12,667 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 13-3806699 | Investment Management | $10,728 |
L & S VENTURES LLC3 years Filed as: L & S VENTURES, LLC Service code 17 · EIN 13-3806698 | Pension Consulting | $8,602 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $6,079 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | 33.11% | -0.56%+33.7pp | -3.21%+36.3pp | 39.77%-6.7pp |
| Employer contribution / active EE | $21,186 | $21,553-1.7% | $46,051-54.0% | $19,959+6.1% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |