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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $664,881 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 76-6192146 | Investment Management | $651,584 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $594,821 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $481,877 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $453,927 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $376,514 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $297,461 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $218,215 |
TORTOISE CAPITAL ADVISORS LLC6+ years Service code 28 · EIN 22-3875939 | Investment Management | $175,425 |
WILLIG, WILLIAMS & DAVIDSON6+ years Service code 29 · EIN 23-2416488 | Legal | $142,403 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,124 | $74,462+58.6% | $81,988+44.1% | $90,274+30.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 8.12% | 17.56%-9.4pp | 41.32%-33.2pp | 53.97%-45.9pp |
| Employer contribution / active EE | $1,844 | $2,334-21.0% | $2,499-26.2% | $2,523-26.9% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,723-100.0% | $4,231-100.0% |
| Admin fee / account holder | $494 | $98+404.6% | $5,666-91.3% | $114+333.4% |