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| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS3+ years Filed as: ARTISAN Service code 28 · EIN 39-1807188 | Investment Management | $505,156 |
Filed as: ABERDEEN Service code 28 · EIN 51-0368279 | Investment Management | $474,496 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $450,012 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $347,568 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $304,490 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA Service code 16 · EIN 04-2659023 | Consulting | $224,300 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $161,848 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-2625874 | Investment Management | $120,360 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $107,944 |
KONICA1 year Filed as: KONICA MINOLTA BUSINESS Service code 36 · EIN 13-1921089 | Copying and duplicating; Direct payme... | $97,417 |
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 | $50,923 | $54,788-7.1% | $92,240-44.8% | $80,976-37.1% |
| Participation rate | 81.3% | 77.1%+4.2pp | 76.5%+4.8pp | 68.3%+13.0pp |
| Annual return | 13.35% | 13.07%+0.3pp | 176.29%-162.9pp | 22.91%-9.6pp |
| Employer contribution / active EE | $9,246 | $3,430+169.6% | $3,680+151.3% | $2,402+284.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $160 | $96+67.4% | $5,194-96.9% | $67+137.9% |