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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 | Investment Management | $551,214 |
Filed as: ABRDN INC Service code 28 · EIN 51-0368279 | Investment Management | $533,439 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $523,869 |
DODGE & COX4 years Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $414,499 |
ACADIAN ASSET MANAGEMENT LLC8+ years Service code 28 · EIN 04-2929221 | Investment Management | $394,528 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $390,867 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $342,013 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $230,874 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $215,864 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $178,833 |
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 | $61,876 | $51,785+19.5% | $112,270-44.9% | $89,433-30.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -11.16% | -11.06%-0.1pp | 27.49%-38.6pp | -11.88%+0.7pp |
| Employer contribution / active EE | $12,612 | $3,782+233.5% | $3,635+246.9% | $3,021+317.5% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $206 | $102+103.1% | $6,411-96.8% | $79+159.8% |