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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 98-0465834 | Investment Management | $511,829 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $466,201 |
DODGE & COX5 years Filed as: DODGE & COX INVESTMENT MANAGER Service code 28 · EIN 94-1441976 | Investment Management | $430,023 |
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $403,278 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $370,830 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $236,526 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $174,850 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 05-0530199 | Investment Management | $174,614 |
THE SEGAL COMPANY6 years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 04-2489114 | Legal | $156,269 |
AB FUNDS6 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $150,024 |
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 | $68,329 | $55,730+22.6% | $96,543-29.2% | $96,393-29.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 8.52% | 12.78%-4.3pp | 35.75%-27.2pp | 22.88%-14.4pp |
| Employer contribution / active EE | $12,998 | $4,014+223.8% | $3,741+247.5% | $3,239+301.3% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $206 | $105+95.2% | $6,737-96.9% | $74+178.7% |