Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 51-0412248 | Investment Management | $284,273 |
OECHSLE INTERNATIONAL ADV1+ years Service code 28 · EIN 04-2929117 | Investment Management | $237,520 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $205,861 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $191,205 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $162,167 |
PENSION LIVE, LLC1+ years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 | Actuarial | $134,566 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $122,891 |
Filed as: PILLSBURY WINTHROP Service code 29 · EIN 94-1311126 | Legal | $107,178 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $86,011 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $76,981 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $252,559-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -9.19% | 3.11%-12.3pp | -1.68%-7.5pp | 3.11%-12.3pp |
| Employer contribution / active EE | $6,186 | $9,361-33.9% | $44,959-86.2% | $9,361-33.9% |
| Participant deferral / active EE | $0 | $375-100.0% | $330-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $12,994-100.0% | - |