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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $383,910 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $358,892 |
Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $270,481 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $252,759 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $211,236 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $193,595 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Trustee (directed); Soft dollars comm... | $131,780 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $131,661 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $30,178 |
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Employer contribution per participant 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 | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 6.09% | 7.44%-1.3pp | 4.74%+1.4pp | 5.86%+0.2pp |
| Employer contribution / active EE | $5,685 | $12,240-53.6% | $36,089-84.2% | $10,137-43.9% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |