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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $87,460 |
Service code 10 · EIN 13-4008324 | Accounting | $52,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $34,465 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $21,671 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $13,155 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $13,138 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMT ADV LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $12,072 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $11,449 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL ASSET MANAGEMENT INC Service code 28 · EIN 13-3223264 | Investment Management | $11,087 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $9,212 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 5.85% | 5.03%+0.8pp | 18.87%-13.0pp | 7.18%-1.3pp |
| Employer contribution / active EE | $0 | $10,273-100.0% | $19,828-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |