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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $447,718 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN Service code 28 · EIN 39-1807188 | Investment Management | $447,019 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $381,366 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $347,858 |
Filed as: MESA WEST REAL ESTATE INCOME FUNDS Service code 28 · EIN 21-5670982 | Investment Management | $270,668 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $247,992 |
MEKETA INVESTMENT GROUP2+ years Service code 16 · EIN 04-2659023 | Consulting | $216,522 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $160,796 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-2625874 | Investment Management | $103,092 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $95,797 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,458 | $51,897-14.3% | $84,753-47.5% | $329,111-86.5% |
| Participation rate | 88.5% | 73.2%+15.3pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | 5.24% | 11.82%-6.6pp | 22.78%-17.5pp | 16.35%-11.1pp |
| Employer contribution / active EE | $7,804 | $3,022+158.2% | $3,574+118.3% | $2,303+238.8% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $150 | $97+54.2% | $5,333-97.2% | $754-80.2% |