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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $923,006 |
Service code 28 · EIN 95-4861680 | Investment Management | $675,283 |
KILTEARN PARTNERS LLP3 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $419,661 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $313,831 |
MERCER1 year Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $310,891 |
BLACKSTONE2 years Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $111,170 |
WELLS FARGO BANK, N.A.5+ years Service code 24 · EIN 94-1347393 | Discretionary Trustee | $94,338 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $90,690 |
Service code 28 · EIN 20-0292745 | Investment Management | $57,786 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $42,872 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 7.57% | 15.39%-7.8pp | 20.73%-13.2pp | 24.48%-16.9pp |
| Employer contribution / active EE | $5,765 | $7,237-20.3% | $36,503-84.2% | $9,418-38.8% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |