Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $501,240 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $435,989 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 04-3222247 | Investment Management | $405,775 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN WEST CAPITAL Service code 28 · EIN 95-4766779 | Investment Management | $379,933 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $372,687 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1577450 | Investment Management | $337,014 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $313,775 |
XEROX CORPORATION1+ years Filed as: XEROX SOLUTIONS LLP Service code 15 · EIN 16-0468620 | Recordkeeping | $295,984 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $289,800 |
WILLIAM BLAIR1+ years Service code 28 · EIN 27-6331814 | Investment Management | $288,305 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -2.98% | 3.11%-6.1pp | -0.79%-2.2pp | 3.11%-6.1pp |
| Employer contribution / active EE | $13,381 | $9,361+42.9% | $28,419-52.9% | $9,361+42.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |