| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER3+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 · EIN 13-2871809 | Investment Management | $1,731,244 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $1,346,877 |
PRIMECAP ODYSSEY FUNDS3+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,061,692 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $801,469 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 56 · EIN 95-4861680 | Non-monetary compensation; Product te... | $731,430 |
THOMPSON, SIEGEL & WALMSLEY3+ years Filed as: THOMPSON, SIEGEL & WALMSLEY, INC. Service code 28 · EIN 54-0854396 | Investment Management | $619,938 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $554,370 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $542,978 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $420,090 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $400,232 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.65% | 15.82%-0.2pp | 16.78%-1.1pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |