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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 200 WEST STREET, 37TH FLOOR · NEW YORK, NY 10282 | Advisory (Plan) | $939,005 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $450,185 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 52 | Indirect Investment Fees | $251,065 |
TITAN RETIREMENT ADVISORS, LLC2+ years Filed as: TITAN MASTERS INTERNATIONAL FUND Service code 52 | Indirect Investment Fees | $225,189 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON GROUP Service code 27 | Advisory (Plan) | $182,839 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $176,059 |
PGIM INVESTMENTS2+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $90,768 |
PYRFORD INTERNATIONAL LTD2+ years Filed as: PYRFORD EAFE Service code 52 | Indirect Investment Fees | $79,086 |
INVESTEC ASSET MANAGEMENT2+ years Filed as: INVESTEC ASSET MANAGEMENT US LTD Service code 27 · EIN 27-3203031 | Advisory (Plan) | $61,988 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $54,857 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.59% | 4.43%+0.2pp | 4.74%-0.2pp | 11.88%-7.3pp |
| Employer contribution / active EE | $162,296 | $35,917+351.9% | $46,220+251.1% | $14,612+1010.7% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |