Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK5+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $75,828 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $38,348 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $30,763 |
INVESTEC ASSET MANAGEMENT5+ years Filed as: INVESTEC ASSET MANAGEMENT NA Service code 28 666 FIFTH AVENUE · NEW YORK, NY 10103 | Investment Management | $20,342 |
Filed as: SSGA 20+ US STRIPS NON-LEND FD Service code 28 · EIN 90-0337987 | Investment Management | $14,707 |
Filed as: STATE STREET FTSE DEV COMP INDEX Service code 28 · EIN 81-6931794 | Investment Management | $6,177 |
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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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 21.50% | 12.86%+8.6pp | 7.48%+14.0pp | 12.86%+8.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $39,603-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $172-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |