Filed January 12, 2024 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $900,463 |
UNIVERSITY OF MIAMI10+ years Service code 10 · EIN 59-0624458 | Accounting | $599,453 |
ARROWSTREET CAPITAL9 years Filed as: ARROWSTREET CAPITAL LTD PARTNERSHIP Service code 28 · EIN 04-3472863 | Investment Management | $448,488 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $183,891 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 25 50 LASALLE STREET, BLDG 1 · CHICAGO, IL 60603 | Directed Trustee | $182,774 |
LOGAN CIRCLE PARTNERS, LP9 years Filed as: LOGAN CIRCLE PARTNERS, L.P. Service code 28 1717 ARCH STREET, SUITE 1500 · PHILADELPHIA, PA 19103 | Investment Management | $167,486 |
NEPC, LLC3 years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $164,222 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $157,361 |
WELLINGTON TRUST COMPANY2 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $129,765 |
KPMG LLP10+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $54,120 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.7%-52.7pp | 0.0%0pp |
| Annual return | 5.03% | 8.87%-3.8pp | 4.76%+0.3pp | 8.87%-3.8pp |
| Employer contribution / active EE | $5,593 | $15,740-64.5% | $19,766-71.7% | $15,740-64.5% |
| Participant deferral / active EE | $0 | $753-100.0% | $761-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |