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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $501,187 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY,NA Service code 28 · EIN 04-2755549 | Investment Management | $257,699 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $221,229 |
PRIME, BUCHHOLZ & ASSOCIATES4 years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 27 · EIN 02-0426421 | Advisory (Plan) | $216,979 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $168,517 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 04-1867445 | Investment Management | $104,594 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $7,160 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 19.87% | 45.95%-26.1pp | 10.75%+9.1pp | 19.39%+0.5pp |
| Employer contribution / active EE | $6,153 | $4,551+35.2% | $35,170-82.5% | $8,446-27.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |