Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,637,477 |
UNIVERSITY OF MIAMI4+ years Service code 10 · EIN 59-0624458 | Accounting | $526,850 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $377,773 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $349,276 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 25 50 LASALLE STREET, BLDG 1 · CHICAGO, IL 60603 | Directed Trustee | $292,031 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $225,000 |
LOGAN CIRCLE PARTNERS, LP3 years Filed as: LOGAN CIRCLE PARTNERS, L.P. Service code 28 1717 ARCH STREET, SUITE 1500 · PHILADELPHIA, PA 19103 | Investment Management | $215,705 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL LTD PARTNERSHIP Service code 28 · EIN 04-3472863 | Investment Management | $139,873 |
ARTISAN PARTNERS4+ years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $126,145 |
XEROX CORPORATION4+ years Filed as: XEROX HR SOLUTIONS, LLP Service code 15 · EIN 20-2185976 | Recordkeeping | $99,960 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 5.36% | 21.83%-16.5pp | 8.97%-3.6pp | 21.83%-16.5pp |
| Employer contribution / active EE | $4,337 | $12,237-64.6% | $37,026-88.3% | $12,237-64.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |