Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $1,271,760 |
Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $1,142,600 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LLC Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $455,879 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $410,843 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $404,342 |
ARROWSTREET CAPITAL2+ years Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $393,025 |
DENVER INVESTMENTS2+ years Filed as: DENVER INVESTMENT ADVISORS Service code 51 · EIN 84-1284659 | Investment Mgmt Fees | $383,640 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO GLOBAL EMERGING MKTS EQUITY Service code 51 · EIN 20-4213748 | Investment Mgmt Fees | $370,727 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $349,750 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $339,619 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 8.18% | 10.64%-2.5pp | 1.15%+7.0pp | 10.64%-2.5pp |
| Employer contribution / active EE | $2,043 | $11,561-82.3% | $26,339-92.2% | $11,561-82.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |