Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 16 · EIN 13-3575636 | Consulting | $760,614 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON GROUP Service code 28 · EIN 22-3321040 | Investment Management | $298,127 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $291,319 |
BLACKSTONE1+ years Service code 28 · EIN 13-3702086 | Investment Management | $279,171 |
Service code 65 · EIN 04-6568107 | Account Maintenance | $191,123 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $176,010 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 74-2467619 | Investment Management | $167,301 |
AMERICAN FUNDS1+ years Filed as: JENNISON ASSOCIATES CAPITAL GROUP Service code 28 · EIN 13-2631108 | Investment Management | $167,073 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $143,348 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET Service code 28 · EIN 25-1890416 | Investment Management | $108,651 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 16.24% | 9.70%+6.5pp | 1.15%+15.1pp | 9.19%+7.0pp |
| Employer contribution / active EE | $21,436 | $15,369+39.5% | $26,339-18.6% | $12,608+70.0% |
| Participant deferral / active EE | $30 | $317-90.7% | $178-83.4% | $1,615-98.2% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |