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| Provider | Service type | Compensation |
|---|---|---|
GLENMEDE TRUST CO.10+ years Service code 28 1650 MARKET STREET · PHILADELPHIA, PA 191037391 | Investment Management | $162,567 |
POLEN CAPITAL7 years Filed as: POLEN CAPITAL MANAGEMENT Service code 27 · EIN 26-0319356 | Advisory (Plan) | $15,653 |
THE LONDON COMPANY8 years Filed as: LONDON COMPANY Service code 27 · EIN 90-0824693 | Advisory (Plan) | $8,850 |
Service code 27 · EIN 04-3011533 | Advisory (Plan) | $7,998 |
GQG PARTNERS LLC1 year Service code 27 450 EAST LAS OLAS BOULEVARD · FORT LAUDERDALE, FL 33301 | Advisory (Plan) | $6,441 |
Filed as: PUTNAM INVESTMENTS Service code 27 100 FEDERAL STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,188 |
Filed as: PARAMETRIC Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $5,868 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 9.97% | 7.29%+2.7pp | 8.10%+1.9pp | 8.21%+1.8pp |
| Employer contribution / active EE | $0 | $9,759-100.0% | $28,649-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |