| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,272,662 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $2,279,544 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $2,070,983 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,258,533 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,233,624 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN INVESTMT ADV LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $1,092,542 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $1,054,962 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $959,848 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $879,951 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $638,347 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 9.44% | 13.53%-4.1pp | 18.87%-9.4pp | 9.19%+0.3pp |
| Employer contribution / active EE | $0 | $18,999-100.0% | $19,828-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |