| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,596,221 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON GLOBAL VALUE CIF Service code 26 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Participants) | $1,348,836 |
Filed as: BRANDYWINE GLOBAL FIXED INCOME FD Service code 26 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Advisory (Participants) | $1,294,794 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN INTL SMALL CAP FD Service code 26 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Participants) | $1,292,007 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGMN Service code 26 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Participants) | $879,469 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 26 230 PARK AVENUE · NEW YORK, NY 10169 | Advisory (Participants) | $633,910 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT GLOBAL FUND Service code 26 1979 MARCUS AVENUE · LAKE SUCCESS, NE 11042 | Advisory (Participants) | $358,693 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 26 · EIN 04-3638035 | Advisory (Participants) | $321,490 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232269 | Actuarial | $234,344 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $187,720 |
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 3.73% | 24.48%-20.7pp | 29.77%-26.0pp | 24.48%-20.7pp |
| Employer contribution / active EE | $5,568 | $9,418-40.9% | $33,607-83.4% | $9,418-40.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $96-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |