| Provider | Service type | Compensation |
|---|---|---|
Filed as: AETNA, INC. Service code 49 · EIN 23-2229683 | Other Services | $2,038,889 |
PRIMECAP ODYSSEY FUNDS7+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,072,193 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $988,984 |
CAUSEWAY CAPITAL MANAGEMENT LLC7+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $802,291 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $777,734 |
GOLDMAN SACHS2 years Filed as: CLARKSTON CAPITAL PARTNERS, LLC Service code 28 91 W LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $721,762 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $597,197 |
THOMPSON, SIEGEL & WALMSLEY2 years Filed as: THOMPSON, SIEGEL & WALMSLEY, INC Service code 28 · EIN 54-0854396 | Investment Management | $569,567 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $529,998 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $481,001 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 9.80% | 9.47%+0.3pp | 7.32%+2.5pp | 15.63%-5.8pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |