| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER4+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 · EIN 13-2871809 | Investment Management | $1,942,533 |
PRIMECAP ODYSSEY FUNDS4+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,446,485 |
THOMPSON, SIEGEL & WALMSLEY4+ years Filed as: THOMPSON, SIEGEL & WALMSLEY, INC. Service code 28 · EIN 54-0854396 | Investment Management | $790,830 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $764,481 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-3200244 | Investment Management | $672,875 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $595,708 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $579,689 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $576,100 |
Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $477,719 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $457,199 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.66% | 201.32%-207.0pp | 12.68%-18.3pp | 33.37%-39.0pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |