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| Provider | Service type | Compensation |
|---|---|---|
NB DYAL ADVISORS LLC1 year Filed as: DYAL ADVISORS LLC Service code 52 1290 AVE. OF THE AMERICAS, 24TH FL · NEW YORK, NY 10104 | Indirect Investment Fees | $1,117,857 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $693,845 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $566,761 |
Service code 28 · EIN 86-1529826 | Investment Management | $475,877 |
ASB CAPITAL MANAGEMENT7+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $438,857 |
NB ALTERNATIVES ADVISERS LLC7+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $434,934 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $405,954 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, NTL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $361,933 |
NATIONAL INVESTMENT SERVICES6 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $356,763 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 51 · EIN 20-1226970 | Investment Mgmt Fees | $290,019 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.34% | -7.95%-1.4pp | -5.85%-3.5pp | 23.41%-32.7pp |
| Employer contribution / active EE | $14,247 | $13,972+2.0% | $31,839-55.3% | $12,650+12.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |