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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $117,904 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $51,370 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $29,937 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $18,273 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $11,998 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $10,067 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $9,324 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $9,283 |
Filed as: WHV INVESTMENT MANAGEMENT INC Service code 28 · EIN 91-1631301 | Investment Management | $9,155 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $8,415 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -3.34% | -2.01%-1.3pp | -0.97%-2.4pp | -0.60%-2.7pp |
| Employer contribution / active EE | $47,088 | $11,144+322.6% | $22,441+109.8% | $12,272+283.7% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |