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| Provider | Service type | Compensation |
|---|---|---|
COUNSEL TRUST COMPANY7+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $4,224 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP7+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC4 years Filed as: GATEWAY INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
GATEWAY ADVISORY, LLC4 years Filed as: GATEWAY INVESTMENT ADVISORS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
HARDING LOEVNER LP2 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
MAIRS & POWER, INC.1 year Filed as: MAIRS & POWER INC Service code 28 332 MINNESOTA S W1520 · ST. PAUL, MN 551011363 | Investment Management | $0 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 39-1777365 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,350 | $105,200-36.0% | $159,474-57.8% | $85,847-21.5% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 6.90% | 45.08%-38.2pp | 263.68%-256.8pp | 318.61%-311.7pp |
| Employer contribution / active EE | $4,697 | $3,319+41.5% | $4,831-2.8% | $2,565+83.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37 | $6,934-99.5% | $10,802-99.7% | $6,261-99.4% |