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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $255,666 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $158,612 |
Filed as: NOMURA CORP RSRCH AND MGMT INC Service code 27 · EIN 13-3607885 | Advisory (Plan) | $41,969 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $41,705 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENTIONAL FUND ADVISORS LP Service code 28 · EIN 22-2370029 | Investment Management | $41,574 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $37,677 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $34,146 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $21,633 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $11,362 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,333 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 20.33% | 221.56%-201.2pp | 29.77%-9.4pp | 53.27%-32.9pp |
| Employer contribution / active EE | $37,401 | $12,096+209.2% | $33,607+11.3% | $14,774+153.1% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |