| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Soft dollars ... | $738,592 |
Filed as: ABERDEEN Service code 28 · EIN 51-0368279 | Investment Management | $583,195 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 49 · EIN 04-2683227 | Other Services | $342,085 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $328,442 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN Service code 27 · EIN 39-1807188 | Advisory (Plan) | $303,061 |
FRANKLIN PARK3+ years Service code 30 · EIN 01-0769560 | Employee (plan); Direct payment from ... | $300,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT Service code 30 · EIN 04-2659023 | Employee (plan); Direct payment from ... | $292,600 |
ALMANAC REALITY VII1 year Service code 33 · EIN 47-1721750 | Direct payment from the plan; Securit... | $269,511 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $265,856 |
Filed as: DRA GROWTH VIII Service code 33 · EIN 37-1734472 | Direct payment from the plan; Securit... | $225,825 |
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 14.38% | 1057.21%-1042.8pp | 8.32%+6.1pp | 1057.21%-1042.8pp |
| Employer contribution / active EE | $10,641 | $14,374-26.0% | $30,793-65.4% | $14,374-26.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |