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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS10+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $5,921,179 |
THE TOWNSEND GROUP10+ years Service code 28 · EIN 45-3073569 | Investment Management | $2,817,139 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET Service code 28 · EIN 04-3472863 | Investment Management | $2,554,940 |
PATHWAY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 95-4399348 | Investment Management | $2,100,125 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,727,588 |
WALTER SCOTT & PARTNERS LIMITED10+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,546,150 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,408,553 |
JANUS HENDERSON9 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $1,176,503 |
CLIFFWATER LLC10+ years Service code 28 · EIN 20-1246914 | Investment Management | $1,112,638 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $998,148 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.33% | 8.85%+0.5pp | 9.17%+0.2pp | 8.85%+0.5pp |
| Employer contribution / active EE | $10,383 | $8,529+21.7% | $40,523-74.4% | $8,529+21.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |