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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $952,134 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $790,597 |
HARDING LOEVNER LP6+ years Service code 28 · EIN 27-0684167 | Investment Management | $720,271 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $664,000 |
ENTRUST PERMAL PARTNERS LP2 years Service code 28 | Investment Management | $511,222 |
EARNEST PARTNERS, LLC6+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $483,094 |
RIVERBRIDGE PARTNERS6+ years Service code 28 · EIN 94-3267050 | Investment Management | $474,177 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $440,153 |
RIVER ROAD ASSET MANAGEMENT6+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $432,245 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $421,688 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 19.93% | 19.39%+0.5pp | 11.08%+8.9pp | 19.39%+0.5pp |
| Employer contribution / active EE | $18,269 | $8,446+116.3% | $28,418-35.7% | $8,446+116.3% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |