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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $727,301 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $679,475 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $583,008 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $557,333 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $554,159 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $461,749 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $440,460 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 42-3200030 | Investment Management | $384,578 |
TORTOISE CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 22-3875939 | Investment Management | $335,425 |
AJO2 years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $288,723 |
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 | $0 | $57,606-100.0% | $67,313-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 69.1%-69.1pp | 72.4%-72.4pp |
| Annual return | -8.01% | -0.47%-7.5pp | -4.08%-3.9pp | -0.04%-8.0pp |
| Employer contribution / active EE | $0 | $2,206-100.0% | $2,566-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,507-100.0% | $102-100.0% |