Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO4 years Filed as: FAYEZ SAROFIM & CO. Service code 21 · EIN 74-1312679 | Bank Trustee | $726,439 |
FINDLEY1 year Filed as: FINDLEY INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $481,271 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $273,056 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $141,696 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 20-3640590 | Actuarial | $110,859 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $86,067 |
NEAL FINANCIAL GROUP, LP2 years Filed as: NEAL GERBER & EINSENBERG Service code 29 · EIN 36-3532950 | Legal | $51,956 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 13.95% | 9.58%+4.4pp | 9.52%+4.4pp | 11.45%+2.5pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $26 | $125-79.2% | $18+42.5% | $357-92.7% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |