Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,075,265 |
UNIVERSITY OF MIAMI9+ years Service code 10 · EIN 59-0624458 | Accounting | $618,589 |
ARROWSTREET CAPITAL8 years Filed as: ARROWSTREET CAPITAL LTD PARTNERSHIP Service code 28 · EIN 04-3472863 | Investment Management | $358,146 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $218,295 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $188,495 |
LOGAN CIRCLE PARTNERS, LP8 years Filed as: LOGAN CIRCLE PARTNERS, L.P. Service code 28 1717 ARCH STREET, SUITE 1500 · PHILADELPHIA, PA 19103 | Investment Management | $177,645 |
NEPC, LLC2 years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $173,433 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 25 50 LASALLE STREET, BLDG 1 · CHICAGO, IL 60603 | Directed Trustee | $117,854 |
WELLINGTON TRUST COMPANY1 year Service code 27 · EIN 04-2755549 | Advisory (Plan) | $97,681 |
KPMG LLP9+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $49,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 3.31% | 9.30%-6.0pp | 7.82%-4.5pp | 9.30%-6.0pp |
| Employer contribution / active EE | $7,817 | $12,551-37.7% | $31,823-75.4% | $12,551-37.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |