| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $2,432,534 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,524,338 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $1,512,590 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,510,421 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $1,505,779 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,415,811 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $1,269,208 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $1,170,398 |
LOGAN CIRCLE PARTNERS, LP2+ years Service code 28 · EIN 20-8262386 | Investment Management | $1,025,125 |
Service code 28 · EIN 13-3200244 | Investment Management | $937,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 7.23% | 10.64%-3.4pp | 1.15%+6.1pp | 10.64%-3.4pp |
| Employer contribution / active EE | $6,313 | $11,561-45.4% | $26,339-76.0% | $11,561-45.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |