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| Provider | Service type | Compensation |
|---|---|---|
NB ALTERNATIVES ADVISERS LLC5+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $546,850 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $454,265 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $409,666 |
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $372,862 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $290,808 |
NATIONAL INVESTMENT SERVICES4 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $260,735 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $232,551 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NTL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $218,750 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 51 · EIN 20-1226970 | Investment Mgmt Fees | $208,593 |
GOLDMAN SACHS4 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB Service code 28 · EIN 47-3358654 | Investment Management | $194,517 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.76% | 6.82%+3.9pp | 8.01%+2.7pp | 12.86%-2.1pp |
| Employer contribution / active EE | $14,149 | $12,695+11.4% | $29,476-52.0% | $13,687+3.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |