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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $350,763 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $190,333 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $164,487 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $149,822 |
GEORGE JOHNSON & COMPANY4+ years Filed as: GEORGE JOHNSON AND COMPANY Service code 10 · EIN 38-2029668 | Accounting | $111,082 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $93,380 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $76,429 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 04-1867445 | Recordkeeping fees; Other fees; Inves... | $55,754 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.39% | -0.94%-3.5pp | -2.18%-2.2pp | 33.37%-37.8pp |
| Employer contribution / active EE | $2,203 | $12,464-82.3% | $38,751-94.3% | $11,253-80.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |