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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $957,415 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $333,993 |
Filed as: NISA INVESTMENT ADVOSORS, LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $317,024 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $266,897 |
PANAGORA ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3063840 | Investment Management | $258,178 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 49 · EIN 95-3692822 | Other Services | $220,565 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $202,931 |
GOLDMAN SACHS4+ years Filed as: COPPER ROCK CAPITAL PARTNERS LLC Service code 28 · EIN 75-3179897 | Investment Management | $120,579 |
THREE PEAKS CAPITAL MANAGEMENT4+ years Filed as: THREE PEAKS CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-2355177 | Investment Management | $109,238 |
OC SALES, LLC4+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $104,858 |
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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 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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -8.66% | 39.99%-48.7pp | 4.36%-13.0pp | 33.37%-42.0pp |
| Employer contribution / active EE | $6,106 | $11,066-44.8% | $27,383-77.7% | $11,253-45.7% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |