Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,043,421 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $81,235 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $23,498 |
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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 | $0 | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 0.0%0pp |
| Annual return | 20.94% | 12.86%+8.1pp | 6.61%+14.3pp | 12.86%+8.1pp |
| Employer contribution / active EE | $20,386 | $13,687+49.0% | $24,284-16.1% | $13,687+49.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $408-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,478-100.0% | - |