Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $602,598 |
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LIMITED Service code 14 · EIN 52-1886918 | Plan Administrator | $435,358 |
GOLDMAN SACHS3 years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $346,750 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $273,141 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $260,989 |
SEGALL BRYANT & HAMILL3 years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $260,615 |
Filed as: IVY INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 03-0481447 | Investment Mgmt Fees | $204,931 |
VICTORY1 year Filed as: VICTORY CAPITAL Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $203,903 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $200,646 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $197,539 |
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Annual investment return 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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 8.73% | 19.50%-10.8pp | 8.35%+0.4pp | 12.86%-4.1pp |
| Employer contribution / active EE | $31,220 | $27,684+12.8% | $27,010+15.6% | $13,687+128.1% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |