Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $598,071 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $95,334 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 28 · EIN 81-4017137 | Investment Management | $24,924 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $344,859-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 23.5%-23.5pp | 1.5%-1.5pp |
| Annual return | -29.42% | 23.41%-52.8pp | -8.04%-21.4pp | 23.41%-52.8pp |
| Employer contribution / active EE | $10,051 | $12,650-20.5% | $29,691-66.1% | $12,650-20.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $13-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $388-100.0% | $14,884-100.0% |