Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $488,071 |
MERCER2 years Filed as: MERCER HR SERVICES, LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $451,580 |
GOLDMAN SACHS2 years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $326,293 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $273,073 |
SEGALL BRYANT & HAMILL2 years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $264,044 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $219,877 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $216,651 |
Filed as: IVY INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 03-0481447 | Investment Mgmt Fees | $208,707 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS LLC Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $208,452 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $204,072 |
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Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 17.63% | 17.95%-0.3pp | 13.45%+4.2pp | 21.83%-4.2pp |
| Employer contribution / active EE | $57 | $16,835-99.7% | $26,057-99.8% | $12,237-99.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |