Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $3,320,967 |
Service code 11 · EIN 53-0181291 | Actuarial | $1,430,933 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $163,555 |
HARRISON STREET1 year Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $137,881 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $124,235 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $848,047-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 11.46% | 33.11%-21.7pp | 5.63%+5.8pp | 33.11%-21.7pp |
| Employer contribution / active EE | $2,886 | $9,000-67.9% | $36,086-92.0% | $9,000-67.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $0 | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |