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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $638,902 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PTRS LTD Service code 28 · EIN 98-0465834 | Investment Management | $626,124 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 28 · EIN 42-0127290 | Investment Management | $514,766 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 95-4861680 | Investment Management | $480,617 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $475,701 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS, & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $358,985 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $354,423 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $313,331 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $233,289 |
TORTOISE CAPITAL ADVISORS LLC6+ years Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $192,067 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 10.93% | 5230.06%-5219.1pp | 10.57%+0.4pp | 5230.06%-5219.1pp |
| Employer contribution / active EE | $13,460 | $10,491+28.3% | $29,483-54.3% | $10,491+28.3% |
| Participant deferral / active EE | $0 | $460-100.0% | $150-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |