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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 91-1363171 | Accounting | $832,440 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD. Service code 28 · EIN 98-0465834 | Investment Management | $744,185 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $463,466 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $366,652 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST, NA Service code 28 · EIN 04-2755549 | Investment Management | $226,503 |
Service code 29 · EIN 91-0889948 | Legal | $215,133 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $208,176 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $200,211 |
Filed as: GRYPHON INT INVESTMENT CORPORATION Service code 28 | Investment Management | $176,470 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $170,688 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 4.18% | 5.69%-1.5pp | 3.97%+0.2pp | 9.19%-5.0pp |
| Employer contribution / active EE | $19,100 | $14,808+29.0% | $28,168-32.2% | $12,608+51.5% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |