Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WASATCH ADVISORS5 years Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $273,189 |
INCOME RESEARCH & MANAGEMENT5 years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $142,669 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS REALTY INVESTORS Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $50,210 |
CRESCENT CAPTIAL HIGH INCOME4 years Service code 52 · EIN 80-0775526 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6099539 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD TOTAL BOND MARKET INDEX I Service code 52 · EIN 23-2383781 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD TOTAL STOCK MARKET INDEX I Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -17.67% | -2.41%-15.3pp | -38.86%+21.2pp | 23.41%-41.1pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |