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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $631,431 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $618,802 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $574,216 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 28 · EIN 42-0127290 | Investment Management | $507,485 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 95-4861680 | Investment Management | $490,235 |
TORTOISE CAPITAL ADVISORS LLC5+ years Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $364,484 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MGMT CO.LP Service code 28 · EIN 80-0175963 | Investment Management | $344,466 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $318,337 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $317,823 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $292,105 |
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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 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 19.00% | 1023.85%-1004.8pp | 16.32%+2.7pp | 1023.85%-1004.8pp |
| Employer contribution / active EE | $13,831 | $11,605+19.2% | $31,806-56.5% | $11,605+19.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $211-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |