Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,096,978 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $91,452 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 28 · EIN 81-4017137 | Investment Management | $27,061 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $291,448-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 28.6%-28.6pp | 3.7%-3.7pp |
| Annual return | 5.93% | 15.63%-9.7pp | 6.39%-0.5pp | 15.63%-9.7pp |
| Employer contribution / active EE | $15,286 | $11,476+33.2% | $30,371-49.7% | $11,476+33.2% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $24-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $7,637-100.0% | $429-100.0% |