| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $6,465,560 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $2,279,241 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $2,001,703 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $928,343 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $692,251 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $581,694 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $572,438 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $227,222 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $218,058 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $198,911 |
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% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 6.16% | 13.53%-7.4pp | 18.87%-12.7pp | 9.19%-3.0pp |
| Employer contribution / active EE | $98,530 | $18,999+418.6% | $19,828+396.9% | $12,608+681.5% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |