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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $561,911 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 98-0652482 | Investment Management | $381,578 |
SNYDER CAPITAL MANAGEMENT7 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $294,625 |
Filed as: JPMORGAN Service code 24 · EIN 13-4994650 | Discretionary Trustee | $258,331 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $219,859 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $123,815 |
Filed as: LEGAL & GENERAL INV. CO. Service code 28 · EIN 20-8058531 | Investment Management | $111,862 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management; Custodial (oth... | $96,555 |
Service code 28 · EIN 48-1140940 | Investment Management | $72,626 |
HEWITT ASSOCIATES LLC7 years Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $72,164 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.13% | -14.80%-2.3pp | -3.21%-13.9pp | -14.80%-2.3pp |
| Employer contribution / active EE | $21,773 | $8,996+142.0% | $46,051-52.7% | $8,996+142.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |