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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $2,155,724 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,609,616 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,579,402 |
PATHWAY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,489,094 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,215,574 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,078,518 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,043,908 |
JANUS HENDERSON3 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $977,836 |
THE TOWNSEND GROUP4+ years Service code 28 · EIN 34-1537656 | Investment Management | $944,439 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS INVESTMENT Service code 28 · EIN 13-4080466 | Investment Management | $926,184 |
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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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.44% | -4.58%+2.1pp | -2.18%-0.3pp | -1.95%-0.5pp |
| Employer contribution / active EE | $9,008 | $6,699+34.5% | $38,751-76.8% | $9,243-2.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |