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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $751,159 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $736,135 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $593,310 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $552,965 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $483,783 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $460,434 |
TORTOISE CAPITAL ADVISORS LLC5+ years Service code 28 · EIN 22-3875939 | Investment Management | $346,026 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $341,725 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $331,235 |
AJO3 years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $224,749 |
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 | $133,680 | $67,598+97.8% | $75,906+76.1% | $77,775+71.9% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 16.62% | 23.18%-6.6pp | 30.73%-14.1pp | 32.58%-16.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $2,501-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $660 | $96+584.8% | $5,421-87.8% | $100+559.1% |