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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $1,298,197 |
GOLDMAN SACHS1 year Filed as: OPENGATE CAPITAL PARTNERS Service code 28 10250 CONSTELLATION BOULEVARD · LOS ANGELES, CA 90067 | Investment Management | $914,069 |
MERCER3 years Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $527,055 |
KILTEARN PARTNERS LLP5 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $511,867 |
CRESSEY & COMPANY1 year Service code 28 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $446,412 |
WILSON-MCSHANE CORPORATION7+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $306,016 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $190,839 |
BLACKSTONE4 years Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $110,477 |
WELLS FARGO BANK, N.A.7+ years Service code 24 · EIN 94-1347393 | Discretionary Trustee | $108,132 |
Service code 28 · EIN 95-4861680 | Investment Management | $90,892 |
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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 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 14.61% | 13.51%+1.1pp | 10.75%+3.9pp | 13.51%+1.1pp |
| Employer contribution / active EE | $7,848 | $8,170-3.9% | $35,170-77.7% | $8,170-3.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |