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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,067,476 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $780,484 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $424,220 |
MARATHON ASSET MANAGEMENT2+ years Service code 28 · EIN 22-3321401 | Investment Management | $326,496 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $194,162 |
THE TOWNSEND GROUP2+ years Service code 28 · EIN 45-3073569 | Investment Management | $189,873 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $170,747 |
INVESTEC ASSET MANAGEMENT2+ years Service code 28 · EIN 27-3203031 | Investment Management | $142,884 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC Service code 28 461 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $136,454 |
CORECOMMODITY MANAGEMENT, LLC2+ years Service code 72 · EIN 65-1211841 | Other investment fees and expenses | $119,439 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 5.19% | 9.70%-4.5pp | 1.15%+4.0pp | 9.19%-4.0pp |
| Employer contribution / active EE | $4,928 | $15,369-67.9% | $26,339-81.3% | $12,608-60.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |