Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 10 WEST THIRD STREET · WILLIAMSPORT, PA 17701 | Advisory (Plan) | $4,372 |
DOUBLELINE CAPITAL LP3+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GABELLI FUNDS LLC Service code 28 ONE CORPORATE CENTER · RYE, NY 105801422 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
HARRIS1 year Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON3+ years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 399 BOYLSTON STREET · BOSTON, MA 02111 | Investment Management | $0 |
LORD ABBETT1 year Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-2632339 | Investment Management | $0 |
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 | $42,380 | $80,753-47.5% | $136,298-68.9% | $62,293-32.0% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 14.99% | 35.83%-20.8pp | 5156.27%-5141.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,415 | $2,884+18.4% | $4,696-27.3% | $2,042+67.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $15 | $525-97.2% | $9,244-99.8% | $479-96.9% |