| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 021112621 | Advisory (Plan) | $148,866 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 100 VANGUARD BLVD · MALVERN, PA 19355 | Bank Trustee | $46,864 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $16,074 |
Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $13,155 |
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 18.01% | 17.70%+0.3pp | 13.48%+4.5pp | 53.27%-35.3pp |
| Employer contribution / active EE | $86,290 | $40,511+113.0% | $47,067+83.3% | $14,774+484.1% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |