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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $821,641 |
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $662,359 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $506,575 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $467,741 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $341,254 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $313,104 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $295,348 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $283,627 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $265,103 |
DEPRINCE, RACE & ZOLLO2+ years Service code 28 · EIN 59-3299598 | Investment Management | $241,011 |
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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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 7.42% | 5.86%+1.6pp | 4.16%+3.3pp | 5.86%+1.6pp |
| Employer contribution / active EE | $11,604 | $10,137+14.5% | $29,966-61.3% | $10,137+14.5% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |