Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,258,680 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $631,431 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $601,559 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $493,799 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $423,269 |
Service code 51 · EIN 51-0412248 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Mgmt Fees | $378,049 |
Filed as: GUGGENHEIM TRUST COMPANY, LLC Service code 51 · EIN 73-1632078 | Investment Mgmt Fees | $312,843 |
OFI GLOBAL TRUST COMPANY2+ years Service code 51 · EIN 13-3459790 | Investment Mgmt Fees | $270,882 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $226,731 |
Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $205,307 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 9.92% | 5.86%+4.1pp | 4.07%+5.9pp | 5.86%+4.1pp |
| Employer contribution / active EE | $1,562 | $10,137-84.6% | $36,235-95.7% | $10,137-84.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |