| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,570,441 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $2,542,721 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $2,343,519 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $2,145,816 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,703,295 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN INVESTMT ADV LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $1,216,969 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,215,423 |
VONTOBEL USA INC3+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $1,146,299 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,010,541 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $749,789 |
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 16.17% | 13.43%+2.7pp | 337.46%-321.3pp | 17.84%-1.7pp |
| Employer contribution / active EE | $0 | $21,964-100.0% | $20,191-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |