| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $231,670 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $146,810 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $145,175 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $144,056 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $143,408 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $134,839 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $120,877 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $111,467 |
LOGAN CIRCLE PARTNERS, LP2+ years Service code 28 · EIN 20-8262386 | Investment Management | $97,631 |
Service code 28 · EIN 13-3200244 | Investment Management | $89,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 4.17% | 9.70%-5.5pp | 1.15%+3.0pp | 9.19%-5.0pp |
| Employer contribution / active EE | $13,083 | $15,369-14.9% | $26,339-50.3% | $12,608+3.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |