Filed January 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 12 · EIN 23-1992164 | Direct payment from the plan; Claims ... | $191,076 |
SANDERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4169008 | Investment Management | $73,426 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $31,753 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 0.38% | 9.41%-9.0pp | 5.00%-4.6pp | 9.19%-8.8pp |
| Employer contribution / active EE | $6,323 | $8,353-24.3% | $35,918-82.4% | $12,608-49.8% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |