| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABERDEEN STANDARD INVESTMENTS LLC Service code 28 · EIN 51-0368279 | Investment Management | $702,755 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $586,456 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $525,250 |
Service code 28 | Investment Management | $518,343 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $439,545 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $413,037 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $395,488 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $376,481 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $320,881 |
FRANKLIN PARK4 years Filed as: FRANKLIN PARK ASSOCIATES, LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
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 | 15.41% | 13.51%+1.9pp | 11.08%+4.3pp | 13.51%+1.9pp |
| Employer contribution / active EE | $14,496 | $8,170+77.4% | $28,418-49.0% | $8,170+77.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |