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| Provider | Service type | Compensation |
|---|---|---|
COUNSEL TRUST COMPANY3+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $1,507 |
AQR CAPITAL MANAGEMENT LLC3+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP3+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC3+ years Filed as: GATEWAY INVESTMENT ADVISERS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 270 PARK AVENUE · NEW YORK, NY 100172070 | Investment Management | $0 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 39-1777365 50 SOUTH LASALLE · CHICAGO, IL 60603 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY3+ years Filed as: OFI STEELPATH, INC. Service code 28 225 LIBERTY ST · NEW YORK, NY 10281 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,409 | $85,766-66.9% | $136,298-79.2% | $70,126-59.5% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 14.23% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $3,378 | $2,966+13.9% | $4,696-28.1% | $2,343+44.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |