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| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST CAPITAL INC. Service code 52 · EIN 13-4075262 | Indirect Investment Fees | $138,281 |
EMPLOYEE K1+ years Filed as: EMPLOYEE Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $104,848 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1928058 | Actuarial | $101,915 |
REID & RIEGE, P.C.1+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $65,456 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,000 |
AQR CAPITAL MANAGEMENT LLC1+ years Filed as: AQR Service code 52 TWO GREENWICH PLAZA, 3RD FLOOR · GREENWICH, CT 06830 | Indirect Investment Fees | $42,379 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $40,309 |
Service code 10 · EIN 06-0931761 | Accounting | $39,608 |
LOOMIS SAYLES1+ years Service code 28 · EIN 20-8080381 | Investment Management | $33,447 |
Filed as: INTERCONTINENTIAL Service code 52 · EIN 11-3786306 | Indirect Investment Fees | $30,688 |
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Annual investment return 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.79% | 3.49%-6.3pp | 4.16%-7.0pp | 7.18%-10.0pp |
| Employer contribution / active EE | $21,822 | $11,083+96.9% | $29,966-27.2% | $13,095+66.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |