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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Service code 28 · EIN 13-3571598 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $237,651 |
Service code 51 · EIN 20-4668348 253 BAYBERRY LANE · WESTPORT, CT 06880 | Investment Mgmt Fees | $178,652 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 385 E. COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $154,414 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 500 NORTH AKARD STREET, SUITE 4100 · DALLAS, TX 75201 | Actuarial | $153,704 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 20 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Trustee (individual); Investment advi... | $149,608 |
DISCIPLINED GROWTH INVESTORS3+ years Service code 51 · EIN 41-1901233 150 S. 5TH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $91,137 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $80,622 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 52-2069785 468 LEXINGTON AVENUE, 18TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $61,734 |
LSV ASSET MANAGEMENT3+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $61,335 |
BRANDES INVESTMENT PARTNERS3+ years Service code 21 · EIN 33-0090873 11988 EL CAMINO REAL, SUITE 500 · SAN DIEGO, CA 92130 | Bank Trustee | $61,008 |
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Annual investment return 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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -8.61% | -0.13%-8.5pp | -2.99%-5.6pp | 0.19%-8.8pp |
| Employer contribution / active EE | $10,515 | $16,248-35.3% | $41,623-74.7% | $13,763-23.6% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |