Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT6 years Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $124,770 |
WASATCH ADVISORS6 years Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $87,942 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS REALTY INVESTORS Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $55,480 |
DODGE & COX6 years Service code 52 · EIN 94-6099539 | Indirect Investment Fees | $0 |
Filed as: FEDERAL HERMES GOVT OBL PREMIER Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: JHANCOCK DIVERSIFIED MACRO R6 Service code 52 · EIN 04-3111116 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD GLOBAL LISTED INFRASTRUCTURE Service code 52 · EIN 27-1211194 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD TOTAL BOND MARKET INDEX I Service code 52 · EIN 23-2383781 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD TOTAL STOCK MARKET IDX 1 Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD TOTAL STOCK MARKET INDEX I Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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Employer contribution per participant 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.
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 14.03% | 9.71%+4.3pp | 32.33%-18.3pp | 9.11%+4.9pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |