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| Provider | Service type | Compensation |
|---|---|---|
NB ALTERNATIVES ADVISERS LLC6+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $912,164 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $629,561 |
GOLDMAN SACHS5 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB Service code 28 · EIN 47-3358654 | Investment Management | $603,576 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $571,012 |
GOLDMAN SACHS5 years Filed as: CRESCENT MEZZANINE PARTNERS VIB Service code 28 · EIN 80-0790681 | Investment Management | $557,080 |
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $383,058 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $380,826 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMP Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $369,524 |
NATIONAL INVESTMENT SERVICES5 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $343,060 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, NTL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $304,078 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.57% | 19.37%+0.2pp | 11.08%+8.5pp | 15.63%+3.9pp |
| Employer contribution / active EE | $14,230 | $13,107+8.6% | $28,418-49.9% | $11,476+24.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |