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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2+ years Filed as: BRIDGEWATER ASSOCIATES INC Service code 28 · EIN 13-2871809 | Investment Management | $5,128,632 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,395,409 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,373,209 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ ASSET MGMT OF AMERICA LP Service code 28 · EIN 01-0645160 | Investment Management | $1,211,461 |
PRIMECAP ODYSSEY FUNDS2+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,128,938 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $1,062,481 |
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 28 · EIN 20-2159373 | Investment Management | $995,425 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENT TRUST Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $894,800 |
THE BANK OF NEW YORK MELLON2+ years Service code 16 · EIN 13-5160382 | Consulting | $845,445 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $810,558 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.11% | 6.04%+2.1pp | 5.44%+2.7pp | 9.19%-1.1pp |
| Employer contribution / active EE | $27,447 | $12,925+112.4% | $25,481+7.7% | $12,608+117.7% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |