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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $200,444 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $63,999 |
PACIFIC INV. MGMT CO. LLC1+ years Filed as: PACIFIC INV MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $57,548 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE N.A. Service code 21 · EIN 13-3200244 | Bank Trustee | $36,324 |
EVERSHEDS SUTHERLAND (US) LLP1+ years Filed as: EVERSHEDS SUTHERLAND US LLP Service code 29 · EIN 58-0619407 | Legal | $32,311 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $25,375 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $22,089 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $20,467 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $12,866 |
PGIM INVESTMENTS1+ years Filed as: PGIM LDI Service code 28 · EIN 22-2540245 | Investment Management | $12,308 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 4.12% | 8.50%-4.4pp | 11.38%-7.3pp | 13.24%-9.1pp |
| Employer contribution / active EE | $0 | $9,057-100.0% | $18,467-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |