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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-3532603 | Recordkeeping | $943,334 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $377,589 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $369,655 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 49 · EIN 95-3692822 | Other Services | $352,876 |
PANAGORA ASSET MANAGEMENT3+ years Service code 28 · EIN 04-3063840 | Investment Management | $330,351 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $275,084 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $214,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $179,284 |
GOLDMAN SACHS3+ years Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 75-3179897 | Investment Management | $169,732 |
Filed as: NISA Service code 27 · EIN 48-1140940 | Advisory (Plan) | $167,960 |
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Employer contribution per participant 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 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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 14.81% | 35.86%-21.0pp | 10.53%+4.3pp | 17.84%-3.0pp |
| Employer contribution / active EE | $5,653 | $23,588-76.0% | $29,360-80.7% | $14,688-61.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |