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| Provider | Service type | Compensation |
|---|---|---|
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 52 | Indirect Investment Fees | $24,063,783 |
PACIFIC GLOBAL ADVISORS1+ years Filed as: PACIFIC GLOBAL ADVISORY, LLC Service code 27 535 MADISON AVENUE · NEW YORK, NY 10022 | Advisory (Plan) | $717,118 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $460,305 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $435,784 |
TITAN RETIREMENT ADVISORS, LLC1+ years Filed as: TITAN MASTERS INTERNATIONAL FUND Service code 52 | Indirect Investment Fees | $238,910 |
PYRFORD INTERNATIONAL LTD1+ years Filed as: PYRFORD EAFE Service code 52 | Indirect Investment Fees | $179,155 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON GROUP Service code 27 | Advisory (Plan) | $164,667 |
PGIM INVESTMENTS1+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $103,030 |
INVESTEC ASSET MANAGEMENT1+ years Filed as: INVESTEC ASSET MANAGEMENT US LTD Service code 27 · EIN 27-3203031 | Advisory (Plan) | $66,302 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $45,403 |
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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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -0.13% | -0.16%0pp | -1.68%+1.6pp | 2.81%-2.9pp |
| Employer contribution / active EE | $234,528 | $33,118+608.2% | $44,959+421.6% | $16,358+1333.7% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |