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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $211,116 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $105,894 |
Filed as: JP MORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $98,000 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $68,294 |
Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $43,919 |
Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $6,830 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 04-1867445 | Investment Management | $6,366 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | -13.39% | -14.80%+1.4pp | -38.86%+25.5pp | -14.80%+1.4pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $37,756-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |