Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $860,847 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $63,902 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $31,169 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $157,433-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 16.63% | 21.83%-5.2pp | 10.27%+6.4pp | 21.83%-5.2pp |
| Employer contribution / active EE | $545 | $12,237-95.5% | $19,104-97.1% | $12,237-95.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $15-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $12,160-100.0% | $1,551,325-100.0% |