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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $66,346 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $29,008 |
KILTEARN PARTNERS LLP1 year Filed as: KILTEARN GLOBAL EQUITY FUND Service code 51 · EIN 27-4585908 | Investment Mgmt Fees | $24,762 |
Service code 51 · EIN 98-1193909 | Investment Mgmt Fees | $12,571 |
AETHER REAL ASSETS I, LP3+ years Filed as: AETHER REAL ASSETS III, LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $8,500 |
AETHER REAL ASSETS I, LP3+ years Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $8,028 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET INTL ACWI Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $3,432 |
LOOMIS SAYLES1 year Filed as: LOOMIS CREDIT ASSET FUND Service code 51 · EIN 94-6799945 | Investment Mgmt Fees | $2,294 |
Filed as: BARINGS NA PRIVATE LOAN FUND Service code 51 · EIN 51-0504477 | Investment Mgmt Fees | $0 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 13.26% | 10.58%+2.7pp | 14.41%-1.1pp | 13.95%-0.7pp |
| Employer contribution / active EE | $74,187 | $37,352+98.6% | $45,283+63.8% | $16,598+347.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |