Filed September 1, 2017
Total covered: 722 employees
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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $209,000 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $120,000 |
CARDINAL CAPITAL MANAGEMENT, LLC1+ years Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $117,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY, LP Service code 28 · EIN 80-0175963 | Investment Management | $115,000 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $101,000 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 27 · EIN 35-2421957 | Advisory (Plan) | $87,000 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $57,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $56,000 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $26,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $3,108 |
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 | $157,524 | $100,589+56.6% | $136,298+15.6% | $177,276-11.1% |
| Participation rate | 96.3% | 77.4%+18.9pp | 81.9%+14.4pp | 74.8%+21.5pp |
| Annual return | 0.00% | 39.18%-39.2pp | 5156.27%-5156.3pp | 21.25%-21.3pp |
| Employer contribution / active EE | $3,472 | $3,259+6.5% | $4,696-26.0% | $2,479+40.1% |
| Participant deferral / active EE | $3,772 | $5,830-35.3% | $6,247-39.6% | $3,881-2.8% |
| Admin fee / account holder | $188 | $55+242.9% | $9,244-98.0% | $154+21.8% |