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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $843,604 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $790,736 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $737,735 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 95-4861680 | Investment Management | $660,386 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $633,302 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $532,494 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $367,047 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 42-3200030 | Investment Management | $329,462 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT CO INC Service code 28 · EIN 22-2796848 | Investment Management | $270,423 |
TORTOISE CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 22-3875939 | Investment Management | $269,375 |
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 | $116,342 | $168,231-30.8% | $67,836+71.5% | $63,975+81.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 5.66% | 11.76%-6.1pp | 138.49%-132.8pp | 48.65%-43.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $2,404-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $667 | $81+728.6% | $4,621-85.6% | $70+847.3% |