Filed September 22, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $143,215 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $138,181 |
Filed as: HARDMAN JOHNSTON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $112,813 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP U.S. Service code 28 · EIN 56-2475915 | Investment Management | $86,079 |
Service code 28 · EIN 20-2105438 | Investment Management | $77,576 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $76,314 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $75,706 |
FOCUSED INVESTORS LLC2+ years Service code 28 · EIN 27-0138622 | Investment Management | $58,056 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $34,905 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $23,137 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.86% | 26.60%-15.7pp | 10.16%+0.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $20,614 | $7,232+185.0% | $33,192-37.9% | $14,688+40.3% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |