| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER5+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 · EIN 13-2871809 | Investment Management | $1,971,634 |
Filed as: AETNA INC. Service code 49 · EIN 23-2229683 | Other Services | $1,659,241 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $654,015 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-3200244 | Investment Management | $626,820 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $600,071 |
INSIGHT ENTERPRISES2 years Service code 28 · EIN 32-0262026 | Investment Management | $473,791 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $465,975 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $428,096 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $405,276 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $307,480 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.06% | 22.40%-1.3pp | 29.77%-8.7pp | 21.83%-0.8pp |
| Employer contribution / active EE | $12,933 | $13,519-4.3% | $33,607-61.5% | $12,237+5.7% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |