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| Provider | Service type | Compensation |
|---|---|---|
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $4,421,577 |
GOLDMAN SACHS5+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $3,819,166 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,939,272 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,721,760 |
PATHWAY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,476,583 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,284,681 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,207,619 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,115,534 |
JANUS HENDERSON4 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $1,024,598 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS INVESTMENT Service code 28 · EIN 13-4080466 | Investment Management | $947,216 |
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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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.06% | 18.43%-0.4pp | 14.64%+3.4pp | 24.48%-6.4pp |
| Employer contribution / active EE | $9,222 | $6,699+37.7% | $41,831-78.0% | $9,418-2.1% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |