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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $548,934 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 98-0652482 | Investment Management | $251,894 |
SNYDER CAPITAL MANAGEMENT8 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $199,695 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INV. CO. Service code 28 · EIN 20-8058531 | Investment Management | $133,760 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $119,010 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management; Direct payment... | $82,548 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $79,452 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 94-3411725 | Investment Management | $78,034 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $19,948 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $17,019 |
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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 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 7.18% | 33.11%-25.9pp | 12.68%-5.5pp | 33.11%-25.9pp |
| Employer contribution / active EE | $1,634 | $9,000-81.8% | $41,626-96.1% | $9,000-81.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |