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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $2,959,072 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,624,217 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,497,633 |
PATHWAY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,404,607 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,158,244 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,117,456 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $964,520 |
JANUS HENDERSON2 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $924,726 |
THE TOWNSEND GROUP3+ years Service code 28 · EIN 34-1537656 | Investment Management | $917,929 |
Filed as: BARINGS LLC Service code 28 · EIN 04-2429117 | Investment Management | $814,279 |
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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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 16.93% | 13.90%+3.0pp | 10.36%+6.6pp | 1057.21%-1040.3pp |
| Employer contribution / active EE | $9,217 | $9,853-6.5% | $37,738-75.6% | $14,374-35.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |