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| Provider | Service type | Compensation |
|---|---|---|
COUNSEL TRUST COMPANY10+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $5,207 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP10+ years Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC10+ years Filed as: GATEWAY INVESTMENT ADVISERS, LLC Service code 28 399 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $0 |
HARDING LOEVNER LP5 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 302 KNIGHTS RUN AVE · TAMPA, FL 33602 | Investment Management | $0 |
MAIRS & POWER, INC.4 years Filed as: MAIRS & POWER INC Service code 28 615 E. MICHIGAN ST. · MILWAUKEE, WI 53201 | Investment Management | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST ASSET MANAGEMENT Service code 28 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,870 | $102,317-25.8% | $146,958-48.4% | $80,856-6.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+14.9pp | 67.6%+29.5pp |
| Annual return | 7.11% | 134.76%-127.6pp | 418.34%-411.2pp | 35.59%-28.5pp |
| Employer contribution / active EE | $9,368 | $3,713+152.3% | $4,933+89.9% | $2,755+240.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $44 | $7,941-99.4% | $12,998-99.7% | $6,918-99.4% |