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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $475,610 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $437,812 |
DODGE & COX2 years Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $398,513 |
ACADIAN ASSET MANAGEMENT LLC6+ years Service code 28 · EIN 04-2929221 | Investment Management | $325,074 |
Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $322,849 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $322,427 |
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $320,000 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $223,433 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $200,259 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $200,249 |
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 | $59,043 | $52,155+13.2% | $101,275-41.7% | $106,273-44.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 10.19% | 13.07%-2.9pp | 46.46%-36.3pp | 21.70%-11.5pp |
| Employer contribution / active EE | $10,668 | $3,414+212.5% | $3,660+191.5% | $2,722+291.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $181 | $102+78.0% | $5,948-97.0% | $78+130.8% |