| Provider | Service type | Compensation |
|---|---|---|
PRIMECAP ODYSSEY FUNDS8+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $892,237 |
GOLDMAN SACHS3 years Filed as: CLARKSTON CAPITAL PARTNERS, LLC Service code 28 91 W LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $642,404 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $628,261 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $547,830 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $545,005 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $520,459 |
THOMPSON, SIEGEL & WALMSLEY3 years Filed as: THOMPSON, SIEGEL & WALMSLEY, INC Service code 28 · EIN 54-0854396 | Investment Management | $508,077 |
CAUSEWAY CAPITAL MANAGEMENT LLC8+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $497,253 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $486,668 |
NORTHERN TRUST COMPANY5 years Service code 28 · EIN 36-3046063 | Investment Management | $469,742 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -18.66% | 87.23%-105.9pp | -5.12%-13.5pp | 23.41%-42.1pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |