| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $2,310,160 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,182,470 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $1,733,497 |
NUMERIC INVESTORS LLC4+ years Filed as: NUMERIC Service code 28 · EIN 04-3068821 | Investment Management | $1,261,219 |
FID INV INST OPS CO1 year Service code 16 · EIN 04-2647786 | Consulting | $1,045,194 |
ARROWSTREET CAPITAL4+ years Filed as: ARROW STREET Service code 28 · EIN 04-3472863 | Investment Management | $1,005,385 |
Filed as: MATTHEWS INTL CAPITAL MGT LLC Service code 26 · EIN 94-3250972 | Advisory (Participants) | $981,180 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 | Investment Management | $964,560 |
GAM USA INC.2 years Filed as: GAM Service code 28 | Investment Management | $819,693 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $470,441 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.47% | -4.58%+1.1pp | -2.18%-1.3pp | -1.95%-1.5pp |
| Employer contribution / active EE | $2,366 | $6,699-64.7% | $38,751-93.9% | $9,243-74.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |