| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,208,466 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $923,910 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $611,965 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $597,355 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $503,777 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $486,723 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE BANK NATL ASSOC. Service code 28 · EIN 13-4994650 | Investment Management | $374,920 |
NASC PENSION FUND CCA1 year Service code 14 · EIN 51-6040899 | Plan Administrator | $358,797 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $305,207 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $256,242 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.09% | 13.80%-0.7pp | 8.01%+5.1pp | 13.80%-0.7pp |
| Employer contribution / active EE | $8,983 | $10,386-13.5% | $29,476-69.5% | $10,386-13.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |