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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $614,142 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $591,792 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $553,446 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 95-4861680 | Investment Management | $504,231 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 28 · EIN 42-0127290 | Investment Management | $473,998 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $420,073 |
TORTOISE CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 22-3875939 | Investment Management | $350,930 |
AJO2 years Filed as: AJO, LP Service code 28 · EIN 23-2312104 | Investment Management | $325,322 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $318,730 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $270,684 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -6.45% | 73.13%-79.6pp | -0.70%-5.8pp | 73.13%-79.6pp |
| Employer contribution / active EE | $12,626 | $8,421+49.9% | $28,903-56.3% | $8,421+49.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $148-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | - |