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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $1,021,498 |
LSV ASSET MANAGEMENT8+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $525,880 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 | Investment Management | $427,257 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $424,030 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $381,094 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $330,000 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $282,680 |
SMITH GRAHAM8+ years Service code 28 · EIN 76-0301817 | Investment Management | $266,410 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $224,936 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $176,513 |
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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 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -9.38% | -14.80%+5.4pp | -38.86%+29.5pp | -14.80%+5.4pp |
| Employer contribution / active EE | $4,066 | $8,996-54.8% | $37,756-89.2% | $8,996-54.8% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |