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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $265,023 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $159,026 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $73,398 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $72,725 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENTIONAL FUND ADVISORS LP Service code 28 · EIN 22-2370029 | Investment Management | $65,033 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $60,388 |
Filed as: NOMURA CORP RSRCH AND MGMT INC Service code 27 · EIN 13-3607885 | Advisory (Plan) | $53,426 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $41,250 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $13,630 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $10,372 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.24% | 13.15%+1.1pp | -2.84%+17.1pp | 11.45%+2.8pp |
| Employer contribution / active EE | $10,041 | $23,714-57.7% | $33,329-69.9% | $17,219-41.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |