Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8058531 | Investment Management | $827,466 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $666,760 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $435,644 |
WILLIS TOWERS WATSON US LLC2 years Service code 14 · EIN 53-0181291 | Plan Administrator | $317,080 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $248,457 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT LTD Service code 28 · EIN 13-0057834 | Investment Management | $162,778 |
Service code 28 · EIN 98-0457328 | Investment Management | $151,067 |
HERRONPALMER2 years Filed as: HERRONPALMER LLC Service code 17 · EIN 46-5438594 | Pension Consulting | $133,280 |
Service code 28 · EIN 20-4668348 | Investment Management | $125,898 |
Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $106,292 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | -0.32% | 13.51%-13.8pp | 10.75%-11.1pp | 13.51%-13.8pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |