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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $460,124 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $313,089 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $202,965 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $165,120 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2755549 | Investment Management | $140,106 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 04-1867445 | Investment Management | $100,632 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 17 · EIN 13-4206965 | Pension Consulting | $7,500 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $6,484 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | 7.40% | 1023.85%-1016.4pp | 20.73%-13.3pp | 1023.85%-1016.4pp |
| Employer contribution / active EE | $7,040 | $11,605-39.3% | $36,503-80.7% | $11,605-39.3% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |