| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $1,868,076 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $634,030 |
BRIDGEWATER6+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 · EIN 13-2871809 | Investment Management | $629,942 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $579,885 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $540,115 |
Filed as: THOMPSON, SIEGEL & WALMSLEY, INC Service code 28 · EIN 54-0854396 | Investment Management | $524,759 |
GOLDMAN SACHS1 year Filed as: CLARKSTON CAPITAL PARTNERS, LLC Service code 28 91 W LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $514,756 |
Filed as: STANDISH MANAGEMENT, LLC Service code 28 750 BATTERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $501,378 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $489,429 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $460,176 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.01% | 24.77%-10.8pp | -2.84%+16.8pp | 12.86%+1.1pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |