| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,689,841 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,065,600 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $2,137,607 |
ACADIAN ASSET MANAGEMENT LLC5+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,119,762 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $883,713 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $867,968 |
Service code 11 · EIN 53-0181291 | Actuarial | $332,549 |
Service code 29 · EIN 58-0619407 | Legal | $176,793 |
VONTOBEL USA INC5+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $166,786 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $142,531 |
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 20.63% | 16.64%+4.0pp | -100.31%+120.9pp | 21.83%-1.2pp |
| Employer contribution / active EE | $0 | $7,557-100.0% | $18,686-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |