Filed November 3, 2023 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $2,002,200 |
III OFFSHORE ADVISORS4+ years Service code 28 · EIN 88-0302775 | Investment Management | $1,434,048 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 27 · EIN 36-7045783 | Advisory (Plan) | $594,368 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $545,219 |
BLACKSTONE4+ years Filed as: GSO INVESTMENTS Service code 28 · EIN 01-0899018 | Investment Management | $517,469 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $500,669 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $433,729 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGEMENT HEADQUARTE Service code 28 · EIN 20-0166430 | Investment Management | $319,210 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $288,195 |
ALBOURNE AMERICA LLC4+ years Service code 16 · EIN 91-2164625 | Consulting | $252,916 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 0.21% | -0.93%+1.1pp | -102.04%+102.3pp | -1.95%+2.2pp |
| Employer contribution / active EE | $6,253 | $6,242+0.2% | $36,232-82.7% | $9,243-32.3% |
| 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% |