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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $634,185 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $565,584 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $529,003 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $508,266 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 95-4861680 | Investment Management | $460,490 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 28 · EIN 42-0127290 | Investment Management | $436,717 |
TORTOISE CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 22-3875939 | Investment Management | $403,224 |
STEVENS & LEE3+ years Filed as: STEVENS & LEE, PC Service code 29 · EIN 23-1886296 | Legal | $369,160 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $365,140 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $278,765 |
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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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 16.26% | 16.32%-0.1pp | 14.20%+2.1pp | 16.32%-0.1pp |
| Employer contribution / active EE | $11,853 | $12,766-7.2% | $27,968-57.6% | $12,766-7.2% |
| Participant deferral / active EE | $0 | $800-100.0% | $576-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |