Filed July 23, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
HARRISON STREET3 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $1,291,502 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 04-3269043 | Investment Management | $1,186,214 |
Filed as: TOWERS WATSON US LLC Service code 11 · EIN 13-5654526 | Actuarial | $885,196 |
Service code 28 · EIN 13-3200244 | Investment Management | $808,184 |
Service code 28 · EIN 23-2962336 | Investment Management | $485,000 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $417,739 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $370,851 |
Filed as: TCW INVESTMENT MANAGEMENT CO. Service code 28 · EIN 93-0939400 | Investment Management | $361,498 |
USI CONSULTING GROUP2 years Filed as: USI Service code 23 · EIN 13-3771734 | Insurance services | $250,228 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $191,429 |
Participant contribution per participant 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 | $0 | $375,279-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.0%0pp |
| Annual return | 11.64% | 19.39%-7.7pp | 9.78%+1.9pp | 19.39%-7.7pp |
| Employer contribution / active EE | $27,473 | $8,446+225.3% | $46,889-41.4% | $8,446+225.3% |
| Participant deferral / active EE | $2,491 | $353+605.4% | $72+3337.5% | $353+605.4% |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |