| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $231,706 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $224,877 |
Filed as: TIMESQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $185,786 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $185,048 |
PGIM INVESTMENTS4+ years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $157,183 |
Service code 28 · EIN 92-0136349 | Investment Management | $153,033 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT ADV Service code 28 · EIN 23-2859590 | Investment Management | $139,761 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $137,716 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $137,613 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ GLOBAL INVESTORS US, LLC Service code 28 · EIN 01-0645160 | Investment Management | $124,424 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.49% | 22.40%-0.9pp | 29.77%-8.3pp | 21.83%-0.3pp |
| Employer contribution / active EE | $16,873 | $13,519+24.8% | $33,607-49.8% | $12,237+37.9% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |