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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K4+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1188411 | Direct payment from the plan; Employe... | $730,514 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $539,551 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $451,678 |
GOLDMAN SACHS1 year Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $366,880 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $316,075 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $309,569 |
Filed as: PRUDENTIAL INVESTMENMTS Service code 28 · EIN 22-1211670 | Investment Management | $292,958 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $285,177 |
SMITH GRAHAM4+ years Service code 28 · EIN 76-0301817 | Investment Management | $265,277 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $166,787 |
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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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.98% | 16.96%-22.9pp | -102.04%+96.1pp | 73.13%-79.1pp |
| Employer contribution / active EE | $3,380 | $5,316-36.4% | $36,232-90.7% | $8,421-59.9% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |