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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $260,518 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $176,998 |
Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 27 · EIN 52-1868818 | Advisory (Plan) | $146,545 |
GOLDMAN SACHS4+ years Service code 28 · EIN 13-3571598 | Investment Management | $119,057 |
Service code 51 · EIN 20-4668348 | Investment Mgmt Fees | $69,402 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $54,599 |
DISCIPLINED GROWTH INVESTORS4+ years Service code 51 · EIN 41-1901233 | Investment Mgmt Fees | $39,580 |
GOLDMAN SACHS2 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 21 · EIN 80-0741735 | Bank Trustee | $38,568 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $37,580 |
LPL FINANCIAL4+ years Filed as: WADDELL & REED INVESTMENT MGMT. CO. Service code 28 · EIN 48-1106973 | Investment Management | $37,578 |
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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 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 139.69% | 21.83%+117.9pp | 239.57%-99.9pp | 21.83%+117.9pp |
| Employer contribution / active EE | $5,223 | $12,237-57.3% | $43,837-88.1% | $12,237-57.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |