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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $819,510 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $678,086 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $511,138 |
HARDING LOEVNER LP4+ years Service code 28 · EIN 27-0684167 | Investment Management | $498,610 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $382,683 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $344,552 |
RIVER ROAD ASSET MANAGEMENT4+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $335,221 |
RIVERBRIDGE PARTNERS4+ years Service code 28 · EIN 94-3267050 | Investment Management | $314,555 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $275,801 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $210,897 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 13.86% | 16.24%-2.4pp | 14.64%-0.8pp | 1023.85%-1010.0pp |
| Employer contribution / active EE | $18,912 | $16,860+12.2% | $41,831-54.8% | $11,605+63.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |