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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $1,021,498 |
LSV ASSET MANAGEMENT10+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $555,058 |
NEWTOWER TRUST COMPANY6 years Service code 28 · EIN 30-0872552 | Investment Management | $343,182 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS INC Service code 28 · EIN 39-1512278 | Investment Management | $328,604 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $308,304 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $288,543 |
WELLINGTON TRUST COMPANY9 years Service code 28 · EIN 04-2755549 | Investment Management | $287,326 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $229,226 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $176,513 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $156,984 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.59% | 8.48%+1.1pp | 9.82%-0.2pp | 8.48%+1.1pp |
| Employer contribution / active EE | $5,090 | $9,949-48.8% | $30,322-83.2% | $9,949-48.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |