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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $851,750 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $674,505 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $530,537 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $515,540 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $457,859 |
WHITESTAR ADVISORS, LLC1+ years Service code 28 · EIN 03-0496641 | Investment Management | $319,276 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $316,324 |
LOOMIS SAYLES1+ years Service code 28 · EIN 80-0758363 | Investment Management | $282,028 |
DEPRINCE, RACE & ZOLLO1+ years Service code 28 · EIN 59-3299598 | Investment Management | $257,892 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $249,022 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.69% | 3.11%-2.4pp | -1.61%+2.3pp | 3.11%-2.4pp |
| Employer contribution / active EE | $11,910 | $9,361+27.2% | $30,840-61.4% | $9,361+27.2% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |