| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2+ years Service code 28 · EIN 52-1883918 | Investment Management | $1,568,034 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $968,835 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Tr... | $925,353 |
Filed as: SHENKMAN CAPITAL Service code 28 · EIN 13-3280361 | Investment Management | $703,121 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET Service code 28 · EIN 04-3742863 | Investment Management | $637,242 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $587,201 |
WILLIAM BLAIR2+ years Service code 28 · EIN 47-2614791 | Investment Management | $531,969 |
SPRUCEGROVE INVESTMENT MGMT2+ years Filed as: SPRUCEGROVE INVESTMENT Service code 27 · EIN 98-0399967 | Advisory (Plan) | $486,449 |
NUMERIC INVESTORS LLC2+ years Service code 28 · EIN 04-3068821 | Investment Management | $485,320 |
LOOMIS SAYLES2+ years Filed as: LOOMIS AND SAYLES Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $459,885 |
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% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.71% | 28.71%-23.0pp | 7.98%-2.3pp | 9.19%-3.5pp |
| Employer contribution / active EE | $149,701 | $15,250+881.7% | $23,724+531.0% | $12,608+1087.3% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |