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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K5+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1188411 | Employee (plan); Direct payment from ... | $725,819 |
GOLDMAN SACHS2 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $711,537 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $549,603 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $435,271 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $312,729 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $307,629 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $307,377 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $278,076 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 | Investment Management | $271,186 |
SMITH GRAHAM5+ years Service code 28 · EIN 76-0301817 | Investment Management | $270,610 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.94% | 1023.85%-1005.9pp | 20.73%-2.8pp | 1023.85%-1005.9pp |
| Employer contribution / active EE | $3,468 | $11,605-70.1% | $36,503-90.5% | $11,605-70.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |