Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
3EDGE ASSET MANAGEMENT LP2 years Service code 27 ONE INTERNATIONAL PLACE, SUITE 4430 · BOSTON, MA 02110 | Advisory (Plan) | $200,170 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $189,720 |
LATEEF MANAGEMENT ASSOCIATES8+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $37,757 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $23,320 |
ANCHOR CAPITAL ADVISORS LLC8+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $11,436 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -13.28% | -12.27%-1.0pp | -8.80%-4.5pp | 2.78%-16.1pp |
| Employer contribution / active EE | $211 | $13,732-98.5% | $43,463-99.5% | $15,276-98.6% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |