Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DOUBLELINE CAPITAL LP4+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET , L.P. Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 | Investment Management | $0 |
HARRIS2 years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $0 |
HARRIS1 year Filed as: HARRIS ASSOCIATES LP Service code 28 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON PARTNERS FUND ADVISOR LL Service code 28 | Investment Management | $0 |
LEGG MASON4+ years Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,632 | $73,102-41.7% | $123,553-65.5% | $56,289-24.3% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | 2.24% | 3.01%-0.8pp | 119.21%-117.0pp | -9.96%+12.2pp |
| Employer contribution / active EE | $3,065 | $2,977+3.0% | $4,628-33.8% | $2,111+45.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $554-98.6% | $9,284-99.9% | $521-98.5% |