Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC8+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,413,580 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,891,199 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $1,185,032 |
CAUSEWAY CAPITAL MANAGEMENT LLC8+ years Service code 28 · EIN 95-4861680 | Investment Management | $677,084 |
WILLIAM BLAIR2 years Service code 28 180 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $671,598 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $518,643 |
GROOM LAW GROUP8+ years Service code 29 · EIN 52-1219029 | Legal | $436,209 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $330,316 |
JANUS HENDERSON7 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $239,061 |
DOUBLELINE CAPITAL LP8+ years Service code 28 · EIN 30-0596331 | Investment Management | $199,042 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -12.72% | 87.23%-99.9pp | -5.12%-7.6pp | 23.41%-36.1pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |