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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP1 year Filed as: TDA INVESTMENT GROUP INC Service code 28 · EIN 94-2799130 | Investment Management | $8,138,851 |
SCHULTE ROTH & ZABEL LLP3 years Service code 29 · EIN 13-2633996 | Legal | $1,605,717 |
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 12 · EIN 46-4942970 | Claims processing; Direct payment fro... | $1,310,064 |
CLTFSC, LLC5 years Service code 49 · EIN 95-4773932 | Other Services | $1,286,422 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $837,121 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $651,537 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $590,586 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $583,125 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $474,980 |
Service code 28 7643 GATE PKWY STE 104-1105 · JACKSONVILLE, FL 32256 | Investment Management | $473,369 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 12.63% | 7.10%+5.5pp | 20.18%-7.5pp | 13.18%-0.5pp |
| Employer contribution / active EE | $10,473 | $12,760-17.9% | $29,108-64.0% | $8,469+23.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |