Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 10 WEST THIRD STREET · WILLIAMSPORT, PA 17701 | Advisory (Plan) | $10,998 |
DOUBLELINE CAPITAL LP1+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GABELLI FUNDS LLC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON1+ years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
PACIFIC HEIGHTS ASSET MGMT, LLC1+ years Service code 28 600 MONTGOMERY STREET, SUITE 4100 · SAN FRANCISCO, CA 941112702 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
Filed as: PRUDENTIAL INVESTMENTS LLC Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,278 | $70,002-42.5% | $115,038-65.0% | $52,331-23.0% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.2pp | 68.1%+31.4pp |
| Annual return | 2.75% | 4.04%-1.3pp | 26.14%-23.4pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,844 | $2,715+4.7% | $4,608-38.3% | $1,882+51.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $40 | $566-93.0% | $8,175-99.5% | $592-93.3% |