| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,313,175 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $2,461,574 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $2,028,228 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,328,913 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $1,229,313 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $1,116,677 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $1,036,319 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,028,842 |
Filed as: WHV INVESTMENT MANAGEMENT INC Service code 28 · EIN 91-1631301 | Investment Management | $1,016,285 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT INC Service code 28 · EIN 95-3692822 | Investment Management | $924,647 |
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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -2.51% | -1.77%-0.7pp | -0.97%-1.5pp | 1.67%-4.2pp |
| Employer contribution / active EE | $99,434 | $14,084+606.0% | $22,441+343.1% | $10,506+846.5% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |