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| Provider | Service type | Compensation |
|---|---|---|
COUNSEL TRUST COMPANY5+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $2,473 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR CAPITAL LLC Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
AQR CAPITAL MANAGEMENT LLC5+ years Service code 28 | Investment Management | $0 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS IN Service code 28 | Investment Management | $0 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP5+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC2 years Filed as: GATEWAY INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
GATEWAY ADVISORY, LLC2 years Filed as: GATEWAY INVESTMENT ADVISORS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT INC. Service code 28 270 PARK AVENUE · NEW YORK, NY 100172070 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,894 | $89,370-49.8% | $141,197-68.2% | $72,976-38.5% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 27.70% | 111.88%-84.2pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $4,375 | $3,115+40.5% | $4,736-7.6% | $2,440+79.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $20 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |