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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC GLOBAL ADVISORS1+ years Service code 28 · EIN 80-0717139 | Investment Management | $1,070,019 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $843,483 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $440,770 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $352,054 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $318,689 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 · EIN 22-3321401 | Investment Management | $276,374 |
THE TOWNSEND GROUP1+ years Service code 28 · EIN 45-3073569 | Investment Management | $190,212 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $186,265 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $176,440 |
INVESTEC ASSET MANAGEMENT1+ years Service code 28 · EIN 27-3203031 | Investment Management | $154,241 |
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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 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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -1.02% | -3.37%+2.4pp | 16.23%-17.2pp | 1.67%-2.7pp |
| Employer contribution / active EE | $4,761 | $15,879-70.0% | $17,605-73.0% | $10,506-54.7% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |