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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $3,597,021 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,883,968 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,683,937 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $1,340,971 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,184,511 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,059,678 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $986,758 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $940,013 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $933,043 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL USA INC. Service code 28 · EIN 13-3223264 | Investment Management | $902,759 |
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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 | $57,821-100.0% | $500,101-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 21.3%-21.3pp | 5.5%-5.5pp |
| Annual return | 1.65% | 5.86%-4.2pp | 2.08%-0.4pp | 5.86%-4.2pp |
| Employer contribution / active EE | $10,009 | $10,137-1.3% | $47,324-78.9% | $10,137-1.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $78-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,916-100.0% | $387-100.0% |