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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 20-4668348 253 BAYBERRY LANE · WESTPORT, CT 06880 | Investment Mgmt Fees | $195,237 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 20 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment advisory (plan); Consultin... | $180,764 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $147,690 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 385 E. COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $142,292 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 500 NORTH AKARD STREET, SUITE 4100 · DALLAS, TX 75201 | Actuarial | $125,976 |
DISCIPLINED GROWTH INVESTORS2+ years Service code 51 · EIN 41-1901233 150 S. 5TH STREET, SUITE 2550 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $87,058 |
Service code 51 · EIN 95-4597302 865 SOUTH FIGUEROA ST., SUITE 1800 · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $82,949 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $71,952 |
BRANDES INVESTMENT PARTNERS2+ years Service code 21 · EIN 33-0090873 11988 EL CAMINO REAL, SUITE 500 · SAN DIEGO, CA 92130 | Bank Trustee | $71,264 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 52-2069785 468 LEXINGTON AVENUE, 18TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $52,417 |
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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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 15.74% | 11.30%+4.4pp | 9.60%+6.1pp | 23.90%-8.2pp |
| Employer contribution / active EE | $10,007 | $21,004-52.4% | $45,595-78.1% | $16,539-39.5% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |