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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $3,244,145 |
PATHWAY CAPITAL MANAGEMENT9+ years Service code 28 · EIN 95-4399348 | Investment Management | $1,965,111 |
THE TOWNSEND GROUP9+ years Service code 28 · EIN 45-3073569 | Investment Management | $1,641,508 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,557,881 |
COVINGTON & BURLING LLP6 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $1,555,924 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,400,958 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,290,971 |
CLIFFWATER LLC9+ years Service code 28 · EIN 20-1246914 | Investment Management | $1,110,147 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,038,256 |
JANUS HENDERSON8 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $1,021,248 |
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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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 10.56% | 9.90%+0.7pp | 12.68%-2.1pp | 13.18%-2.6pp |
| Employer contribution / active EE | $9,884 | $7,519+31.5% | $41,626-76.3% | $8,469+16.7% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |