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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 90-0337987 | Bank Trustee | $570,000 |
LAZARD ASSET MANAGEMENT2 years Service code 51 · EIN 20-4571006 | Investment Mgmt Fees | $197,154 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 51 · EIN 04-3480839 | Investment Mgmt Fees | $195,682 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 51 · EIN 36-4291971 | Investment Mgmt Fees | $90,000 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $52,659 |
JONES & ROTH, PC4+ years Service code 10 · EIN 93-0819646 | Accounting | $20,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -7.31% | 201.32%-208.6pp | 12.68%-20.0pp | 33.37%-40.7pp |
| Employer contribution / active EE | $4,276 | $10,877-60.7% | $22,860-81.3% | $11,253-62.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |