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| Provider | Service type | Compensation |
|---|---|---|
PERMIRA ADVISORS LLP2 years Service code 28 | Investment Management | $181,197 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $179,661 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $123,640 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $115,979 |
EARNEST PARTNERS, LLC6+ years Service code 28 · EIN 58-2386669 | Investment Management | $111,955 |
Filed as: ALCENTRA EUROPEAN CREDIT OPP FD Service code 28 · EIN 98-1453417 | Investment Management | $94,392 |
Service code 28 · EIN 84-3937993 | Investment Management | $85,585 |
Filed as: AXIOM INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $85,313 |
THE LONDON COMPANY2 years Filed as: THE LONDON COMPANY OF VIRGINIA, LLC Service code 28 · EIN 90-0824693 | Investment Management | $76,767 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP Service code 28 11100 SANTA MONICAL BOULEVARD · LOS ANGELES, CA 99025 | Investment Management | $66,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,175 | $80,412-83.6% | $109,173-87.9% | $101,555-87.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 29.90% | 16.17%+13.7pp | 25.75%+4.1pp | 21.00%+8.9pp |
| Employer contribution / active EE | $1,606 | $3,731-57.0% | $3,723-56.9% | $2,972-46.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,654-100.0% | $4,874-100.0% |
| Admin fee / account holder | $97 | $135-27.9% | $6,755-98.6% | $139-30.3% |