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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $243,970 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $160,201 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $155,522 |
MCKINLEY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 92-0136349 | Investment Management | $132,477 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 30-0835489 | Investment Management | $127,724 |
DELAWARE INVESTMENTS2+ years Filed as: MACQUARIE CAPITAL INVESTMENT MGMT Service code 28 · EIN 43-2082900 | Investment Management | $124,502 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $124,459 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $120,048 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $114,823 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 03-0598064 | Investment Management | $94,251 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.25% | 6.04%-0.8pp | 5.44%-0.2pp | 9.19%-3.9pp |
| Employer contribution / active EE | $15,641 | $12,925+21.0% | $25,481-38.6% | $12,608+24.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |