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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $469,867 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $215,402 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $194,809 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $186,292 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $168,615 |
MCKINLEY CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 92-0136349 | Investment Management | $148,502 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $139,537 |
DELAWARE INVESTMENTS3+ years Filed as: MACQUARIE CAPITAL INVESTMENT MGMT Service code 28 · EIN 43-2082900 | Investment Management | $128,055 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 30-0835489 | Investment Management | $123,903 |
BOSTON PARTNERS3+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $102,551 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.16% | 15.82%-0.7pp | 16.78%-1.6pp | 17.84%-2.7pp |
| Employer contribution / active EE | $7,302 | $19,885-63.3% | $26,328-72.3% | $14,688-50.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |