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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $561,496 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 28 · EIN 42-0127290 | Investment Management | $560,810 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $461,961 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $434,263 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $423,014 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $417,740 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $359,504 |
TORTOISE CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 22-3875939 | Investment Management | $253,575 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $248,368 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSONJOHNSONORTIZ,LP Service code 28 · EIN 23-2312104 | Investment Management | $221,130 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $253,870-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.69% | 3.11%-4.8pp | -1.10%-0.6pp | 3.11%-4.8pp |
| Employer contribution / active EE | $10,741 | $9,361+14.7% | $27,248-60.6% | $9,361+14.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $105-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $702,575-100.0% | - |