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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 200 WEST STREET, 37TH FLOOR · NEW YORK, NY 10282 | Advisory (Plan) | $1,184,444 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $453,811 |
HEWITT ASSOCIATES LLC6+ years Service code 11 · EIN 36-2235791 | Actuarial | $147,628 |
PGIM INVESTMENTS6+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $80,293 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON LONDON GROUP Service code 27 · EIN 04-3237387 | Advisory (Plan) | $72,108 |
DIMENSIONAL FUND ADVISORS4 years Service code 27 · EIN 30-0447847 | Advisory (Plan) | $61,841 |
Filed as: NINETY ONE EMERGING MARKETS LLC Service code 27 · EIN 27-3203031 | Advisory (Plan) | $52,631 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 27 181 WEST MADISON STREET M-23 · CHICAGO, IL 60603 | Advisory (Plan) | $22,313 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $12,555 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 11.62% | 9.18%+2.4pp | 380.71%-369.1pp | 9.29%+2.3pp |
| Employer contribution / active EE | $683,721 | $20,046+3310.8% | $45,089+1416.4% | $15,168+4407.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |