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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $589,398 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $554,888 |
DODGE & COX3 years Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $488,742 |
ACADIAN ASSET MANAGEMENT LLC7+ years Service code 28 · EIN 04-2929221 | Investment Management | $452,546 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $408,992 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $364,833 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $360,598 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $255,464 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $236,418 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $185,483 |
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 | $67,698 | $65,673+3.1% | $109,191-38.0% | $106,520-36.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 12.10% | 15.69%-3.6pp | 25.76%-13.7pp | 19.28%-7.2pp |
| Employer contribution / active EE | $12,655 | $4,042+213.1% | $3,723+239.9% | $2,840+345.6% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $204 | $107+90.9% | $6,756-97.0% | $75+174.1% |