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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $858,535 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN EXPRESS ASSET MGMT Service code 27 · EIN 41-1533211 | Advisory (Plan) | $399,980 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $376,286 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $328,413 |
RYAN LABS ASSET MANAGEMENT5+ years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 27 · EIN 47-3503928 | Advisory (Plan) | $325,274 |
PANAGORA ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3063840 | Investment Management | $229,613 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $203,000 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $168,000 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVT MGMNT ADVISORS Service code 21 · EIN 23-2859590 | Bank Trustee | $120,121 |
OC SALES, LLC5+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $104,858 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 16.92% | 53.17%-36.3pp | 18.06%-1.1pp | 21.83%-4.9pp |
| Employer contribution / active EE | $26,364 | $14,715+79.2% | $30,411-13.3% | $12,237+115.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |