Filed January 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $391,210 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2755549 | Investment Management | $246,717 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $103,690 |
BURGUNDY ASSET MANAGEMENT LTD4+ years Service code 28 · EIN 98-6054306 | Investment Management | $48,582 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE GROUP Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $27,704 |
MET WEST FUNDS1 year Filed as: WESTERN ASSETS Service code 28 385 EAST COLORADO BLVD. · PASEDENA, CA 91101 | Investment Management | $25,826 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $25,206 |
BLACKROCK1 year Service code 28 · EIN 13-3806694 | Investment Management | $14,885 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -1.47% | -1.31%-0.2pp | -0.70%-0.8pp | 33.37%-34.8pp |
| Employer contribution / active EE | $22,100 | $12,967+70.4% | $28,903-23.5% | $11,253+96.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |