Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $1,602,029 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $915,824 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $186,004 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2767481 | Investment Management | $127,611 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $96,371 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $73,280 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $34,240 |
Filed as: PILLSBURY WINTHROP LLP Service code 29 · EIN 94-1311126 | Legal | $33,324 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $306,246-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 12.23% | 13.18%-1.0pp | 35.16%-22.9pp | 13.18%-1.0pp |
| Employer contribution / active EE | $8,175 | $8,469-3.5% | $46,401-82.4% | $8,469-3.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $72-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $4,448-100.0% | - |