Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $796,800 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 N WACKER DRB STE 4600 · CHICAGO, IL 60606 | Investment Management | $718,104 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $602,272 |
Filed as: GUGGENHEIM TRUST COMPANY, LLC Service code 51 · EIN 73-1632078 | Investment Mgmt Fees | $549,323 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $507,489 |
PRIVATE ADVISORS LLC1+ years Filed as: PRIVATE ADVISORS, LLC Service code 51 · EIN 54-1886751 | Investment Mgmt Fees | $407,242 |
Service code 51 · EIN 51-0412248 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Mgmt Fees | $395,145 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $390,644 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $341,583 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $303,413 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.59% | 3.11%-3.7pp | -2.79%+2.2pp | 3.11%-3.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $39,327-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |