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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1+ years Filed as: BRIDGEWATER ASSOCIATES INC Service code 28 · EIN 13-2871809 | Investment Management | $5,030,500 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,214,509 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,554,058 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ ASSET MGMT OF AMERICA LP Service code 28 · EIN 01-0645160 | Investment Management | $1,504,306 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Filed as: MERCATOR ASSET MANAGEMENT L.P. Service code 28 · EIN 65-0617051 | Investment Management | $1,264,180 |
PRIMECAP ODYSSEY FUNDS1+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,211,635 |
THE BANK OF NEW YORK MELLON1+ years Service code 16 · EIN 13-5160382 | Consulting | $1,135,604 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $1,073,264 |
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 28 · EIN 20-2159373 | Investment Management | $949,137 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $810,000 |
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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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.51% | -1.23%-0.3pp | -3.43%+1.9pp | 1.67%-3.2pp |
| Employer contribution / active EE | $23,687 | $11,541+105.2% | $25,607-7.5% | $10,506+125.5% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |