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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 86-1529826 | Investment Management | $947,109 |
NB DYAL ADVISORS LLC2 years Filed as: DYAL ADVISORS LLC Service code 52 1290 AVE. OF THE AMERICAS, 24TH FL · NEW YORK, NY 10104 | Indirect Investment Fees | $787,604 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $574,882 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $479,251 |
GOLDMAN SACHS7 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB Service code 28 · EIN 47-3358654 | Investment Management | $452,901 |
ASB CAPITAL MANAGEMENT8+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $415,990 |
NB ALTERNATIVES ADVISERS LLC8+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $415,059 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $408,218 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK, NTL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $379,989 |
NATIONAL INVESTMENT SERVICES7 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $341,193 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.99% | 7.95%-1.0pp | 20.18%-13.2pp | 9.11%-2.1pp |
| Employer contribution / active EE | $14,110 | $14,684-3.9% | $29,108-51.5% | $12,231+15.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |