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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $939,062 |
Service code 28 · EIN 95-4861680 | Investment Management | $694,070 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $439,925 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $402,761 |
WILSON-MCSHANE CORPORATION4+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $304,587 |
BLACKSTONE1 year Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $116,288 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $107,507 |
WELLS FARGO BANK, N.A.4+ years Service code 24 · EIN 94-1347393 | Discretionary Trustee | $67,810 |
Service code 28 · EIN 20-0292745 | Investment Management | $36,362 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $36,111 |
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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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 4.75% | -0.93%+5.7pp | -102.04%+106.8pp | -1.95%+6.7pp |
| Employer contribution / active EE | $6,315 | $6,242+1.2% | $36,232-82.6% | $9,243-31.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |