| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT GLOBAL FUND Service code 26 1979 MARCUS AVENUE · LAKE SUCCESS, NE 11042 | Advisory (Participants) | $1,333,694 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON GLOBAL VALUE CIF Service code 26 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Participants) | $1,063,952 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGMN Service code 26 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Participants) | $909,221 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $883,461 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN INTL SMALL CAP FD Service code 26 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Participants) | $794,978 |
Filed as: BRANDYWINE GLOBAL FIXED INCOME FD Service code 26 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Advisory (Participants) | $771,497 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 26 230 PARK AVENUE · NEW YORK, NE 10169 | Advisory (Participants) | $435,137 |
HEWITT ASSOCIATES LLC2 years Service code 11 · EIN 36-2235791 | Actuarial | $392,665 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Service code 26 · EIN 04-3638035 | Advisory (Participants) | $303,825 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232269 | Actuarial | $247,384 |
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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 9.35% | -1.95%+11.3pp | 12.68%-3.3pp | -1.95%+11.3pp |
| Employer contribution / active EE | $5,159 | $9,243-44.2% | $22,860-77.4% | $9,243-44.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |