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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $416,863 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $343,699 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN Service code 28 · EIN 39-1807188 | Investment Management | $335,001 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $314,132 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $238,913 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $237,574 |
MEKETA INVESTMENT GROUP1+ years Service code 16 · EIN 04-2659023 | Consulting | $207,108 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $143,256 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $103,753 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-2625874 | Investment Management | $93,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,163 | $69,651-39.5% | $75,784-44.4% | $69,651-39.5% |
| Participation rate | 97.3% | 66.6%+30.7pp | 75.8%+21.4pp | 66.6%+30.7pp |
| Annual return | -0.54% | 53.77%-54.3pp | 9.68%-10.2pp | 53.77%-54.3pp |
| Employer contribution / active EE | $7,437 | $2,241+232.0% | $3,323+123.8% | $2,241+232.0% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $151 | $63+139.1% | $5,300-97.1% | $63+139.1% |