Filed December 7, 2022
| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP1 year Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $607,955 |
Filed as: NOMURA CORP RESEARCH AND ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $143,060 |
MERCER1 year Filed as: INC MERCER INVESTMENT MGMT Service code 28 · EIN 30-0282430 | Investment Management | $103,606 |
Filed as: CAPITAL MARKET RISK ADVISORS, INC. Service code 29 · EIN 47-4660619 | Legal | $102,283 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $97,094 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $92,224 |
Filed as: PACIFIC INVEST MGMT CO. Service code 28 · EIN 95-2632339 | Investment Management | $72,070 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 83-1116912 | Actuarial | $44,690 |
BEACON HILL1 year Filed as: BEACON HILL STAFFING GROUP, LLC Service code 29 · EIN 04-3496741 | Legal | $39,476 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $37,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 8.66% | 11.84%-3.2pp | 8.95%-0.3pp | 13.24%-4.6pp |
| Employer contribution / active EE | $64,967 | $12,426+422.8% | $46,559+39.5% | $14,616+344.5% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |