| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $3,551,063 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $1,290,108 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $496,575 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $416,260 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $392,259 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $174,609 |
Service code 11 · EIN 53-0181291 | Actuarial | $174,000 |
Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $162,495 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $113,181 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $105,917 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -5.47% | 8.57%-14.0pp | -0.41%-5.1pp | 33.37%-38.8pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $15,396-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |