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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $805,763 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $788,537 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $768,282 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $763,834 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $721,374 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $479,801 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $331,769 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO INC Service code 28 · EIN 22-2796848 | Investment Management | $311,698 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 23-6262789 | Securities Custodian | $285,372 |
TORTOISE CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 22-3875939 | Investment Management | $269,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,713 | $54,281+105.8% | $60,547+84.5% | $59,188+88.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.0%+32.0pp | 69.4%+30.6pp |
| Annual return | -3.70% | 1.74%-5.4pp | 335.64%-339.3pp | 5.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $680 | $64+954.5% | $4,536-85.0% | $92+637.5% |