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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $771,714 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $736,310 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $721,823 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $642,928 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $589,860 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $510,573 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $438,816 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 42-3200030 | Investment Management | $434,938 |
TORTOISE CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 22-3875939 | Investment Management | $339,881 |
AJO1 year Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $260,231 |
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 | $0 | $65,292-100.0% | $71,671-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 67.4%-67.4pp | 68.7%-68.7pp | 71.6%-71.6pp |
| Annual return | 14.81% | 21.25%-6.4pp | 20.65%-5.8pp | 20.87%-6.1pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |