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| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $444,060 |
Service code 28 · EIN 76-6192146 | Investment Management | $409,375 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $341,193 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $333,425 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $312,967 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $303,628 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 81-4017137 | Investment Management | $267,521 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $233,250 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $213,958 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $161,586 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,260 | $96,381-52.0% | $140,019-67.0% | $73,367-36.9% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -2.16% | -4.30%+2.1pp | 651.19%-653.3pp | 173.45%-175.6pp |
| Employer contribution / active EE | $10,327 | $4,168+147.8% | $5,605+84.2% | $2,499+313.3% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $200 | $100+99.8% | $10,705-98.1% | $68+191.8% |