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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $581,372 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 28 · EIN 42-0127290 | Investment Management | $493,219 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $482,438 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $449,131 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $419,290 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 95-4861680 | Investment Management | $377,825 |
STEVENS & LEE2+ years Filed as: STEVENS & LEE, PC Service code 29 · EIN 23-1886296 | Legal | $365,193 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $317,791 |
TORTOISE CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 22-3875939 | Investment Management | $260,405 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 | Legal | $223,570 |
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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 | $57,821-100.0% | $442,730-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 12.5%-12.5pp | 5.5%-5.5pp |
| Annual return | 7.94% | 5.86%+2.1pp | 4.72%+3.2pp | 5.86%+2.1pp |
| Employer contribution / active EE | $11,323 | $10,137+11.7% | $30,821-63.3% | $10,137+11.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $113-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $2,146-100.0% | $387-100.0% |