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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE Service code 28 ONE METLIFE WAY · WHIPPANY, NJ 07981 | Investment Management | $586,115 |
WILLIAM BLAIR2+ years Service code 28 · EIN 47-2614791 | Investment Management | $361,589 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $235,648 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $136,053 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $77,962 |
GOLDMAN SACHS2+ years Filed as: COPPER ROCK Service code 28 · EIN 75-3179897 | Investment Management | $62,622 |
SYNOVOUS TRUST COMPANY2+ years Service code 15 · EIN 57-0539952 | Recordkeeping | $16,459 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL ADVISOR Service code 28 · EIN 04-1867445 | Investment Management | $14,679 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.98% | 12.77%-0.8pp | 90.61%-78.6pp | 12.86%-0.9pp |
| Employer contribution / active EE | $4,473 | $8,963-50.1% | $32,730-86.3% | $13,687-67.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |