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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $5,900,007 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,969,302 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,817,389 |
PATHWAY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,581,986 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,321,044 |
THE TOWNSEND GROUP6+ years Service code 28 · EIN 34-1537656 | Investment Management | $1,073,575 |
COVINGTON & BURLING LLP3 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $1,058,922 |
JANUS HENDERSON5 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $1,019,879 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,014,762 |
Filed as: BARINGS LLC Service code 28 · EIN 04-2429117 | Investment Management | $934,357 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 17.02% | 17.85%-0.8pp | 9.52%+7.5pp | 13.80%+3.2pp |
| Employer contribution / active EE | $9,663 | $5,706+69.3% | $41,951-77.0% | $10,386-7.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |