Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GENERAL INVESTMNET Service code 28 · EIN 20-8058531 | Investment Management | $1,011,241 |
NORTHERN TRUST COMPANY2+ years Service code 27 · EIN 36-1561860 | Advisory (Plan) | $623,614 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $572,327 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $459,533 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $242,781 |
Service code 28 · EIN 13-3200244 | Investment Management | $193,895 |
Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $147,515 |
Filed as: BARINGS Service code 28 | Investment Management | $136,451 |
Service code 11 · EIN 53-0181291 | Actuarial | $134,702 |
Service code 28 · EIN 20-4668348 | Investment Management | $118,784 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 18.19% | 13.80%+4.4pp | 90.61%-72.4pp | 13.80%+4.4pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $32,730-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |