Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,243,594 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $704,803 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 20-1653253 | Investment Management | $489,206 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $460,883 |
Filed as: GUGGENHEIM TRUST COMPANY, LLC Service code 51 · EIN 73-1632078 500 BOYLSTON STREET, SUITE 1300 · BOSTON, MA 02116 | Investment Mgmt Fees | $416,596 |
OFI GLOBAL TRUST COMPANY4+ years Service code 51 · EIN 13-3459790 | Investment Mgmt Fees | $375,605 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 51 · EIN 22-3438530 | Investment Mgmt Fees | $317,143 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 1735 MARKET STREET 32ND FLOOR · PHILADELPHIA, PA 19103 | Investment Mgmt Fees | $308,294 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IA 60603 | Bank Trustee | $297,432 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $272,600 |
Participant 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 | $0 | $336,864-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -5.78% | 73.13%-78.9pp | -3.29%-2.5pp | 73.13%-78.9pp |
| Employer contribution / active EE | $4,410 | $8,421-47.6% | $36,762-88.0% | $8,421-47.6% |
| Participant deferral / active EE | $0 | $293-100.0% | $11-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $6,121-100.0% | - |