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 STREET4 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $1,644,261 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 04-3269043 | Investment Management | $1,346,332 |
Service code 28 · EIN 13-3200244 | Investment Management | $762,934 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $527,980 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON US LLC Service code 11 · EIN 13-5654526 | Actuarial | $458,767 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $387,000 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $321,980 |
USI CONSULTING GROUP3 years Filed as: USI Service code 23 · EIN 13-3771734 | Insurance services | $246,248 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 06-1053228 | Actuarial | $184,750 |
Service code 28 · EIN 20-0292745 | Investment Management | $136,977 |
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 | $319,010-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -17.55% | -14.80%-2.7pp | 10.22%-27.8pp | -14.80%-2.7pp |
| Employer contribution / active EE | $20,169 | $8,996+124.2% | $51,212-60.6% | $8,996+124.2% |
| Participant deferral / active EE | $2,569 | $455+464.5% | $129+1895.8% | $455+464.5% |
| Admin fee / account holder | $0 | $0 | $10,810-100.0% | - |