| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,270,000 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT GLOBAL FUND Service code 26 1979 MARCUS AVENUE · LAKE SUCCESS, NY 11042 | Advisory (Participants) | $1,070,000 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON GLOBAL VALUE CIF Service code 26 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Participants) | $901,000 |
Filed as: BRANDYWINE GLOBAL FIXED INCOME FD Service code 26 2929 ARCH ST, · PHILADELPHIA, PA 19104 | Advisory (Participants) | $620,000 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN INTL SMALL CAP FD Service code 26 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Participants) | $454,000 |
Filed as: VOYA INVETSMENT TRUST CO. Service code 26 230 PARK AVENUE · NEW YORK, NY 10169 | Advisory (Participants) | $321,000 |
ARBOR CAPITAL MANAGEMENT1+ years Service code 26 · EIN 41-1861772 | Advisory (Participants) | $291,000 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES, LLC Service code 26 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Advisory (Participants) | $214,000 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 26 · EIN 04-3638035 | Advisory (Participants) | $203,000 |
Filed as: GUGGENHEIM PARTNERS MANAGEMENT Service code 26 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Participants) | $135,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | -2.65% | 7.02%-9.7pp | 5.44%-8.1pp | 10.64%-13.3pp |
| Employer contribution / active EE | $15,479 | $9,548+62.1% | $25,481-39.3% | $11,561+33.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |