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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER3+ years Filed as: BRIDGEWATER ASSOCIATES INC Service code 28 · EIN 13-2871809 | Investment Management | $4,837,941 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,426,874 |
THE BANK OF NEW YORK MELLON3+ years Service code 16 · EIN 13-5160382 | Consulting | $1,511,459 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,265,577 |
PRIMECAP ODYSSEY FUNDS3+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,188,279 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENT TRUST Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $1,014,576 |
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 28 · EIN 20-2159373 | Investment Management | $993,789 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $971,931 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $868,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $809,442 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 9.08% | 15.82%-6.7pp | 16.78%-7.7pp | 17.84%-8.8pp |
| Employer contribution / active EE | $48,186 | $19,885+142.3% | $26,328+83.0% | $14,688+228.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |