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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $294,737 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $158,031 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $41,677 |
JENNER & BLOCK LLP2 years Service code 29 · EIN 36-2192554 | Legal | $20,336 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $16,909 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $16,524 |
Filed as: DIMENTIONAL FUND ADVISORS LP Service code 28 · EIN 22-2370029 | Investment Management | $15,689 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $14,246 |
Filed as: GUGGENHEIM PARTNERS INVTMT MGMT LLC Service code 28 · EIN 26-0390543 | Investment Management | $13,986 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $9,789 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -6.52% | 7.01%-13.5pp | 12.68%-19.2pp | 0.19%-6.7pp |
| Employer contribution / active EE | $5,348 | $12,638-57.7% | $22,860-76.6% | $13,763-61.1% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |