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 STREET5 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $1,713,037 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 04-3269043 | Investment Management | $1,165,733 |
Service code 28 · EIN 13-3200244 | Investment Management | $726,908 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $523,072 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON US LLC Service code 11 · EIN 13-5654526 | Actuarial | $390,009 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 23 · EIN 13-5581829 | Insurance services | $285,251 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $275,000 |
USI CONSULTING GROUP4 years Filed as: USI Service code 23 · EIN 13-3771734 | Insurance services | $218,214 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $92,964 |
GROOM LAW GROUP3 years Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $89,065 |
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 | $306,246-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 8.73% | 33.11%-24.4pp | 35.16%-26.4pp | 33.11%-24.4pp |
| Employer contribution / active EE | $11,169 | $9,000+24.1% | $46,401-75.9% | $9,000+24.1% |
| Participant deferral / active EE | $2,614 | $680+284.6% | $72+3507.4% | $680+284.6% |
| Admin fee / account holder | $0 | $0 | $4,448-100.0% | - |