| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 13 · EIN 36-2235791 | Contract Administrator | $1,477,670 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT GLOBAL FUND Service code 26 1979 MARCUS AVENUE · LAKE SUCCESS, NE 11042 | Advisory (Participants) | $1,076,654 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON GLOBAL VALUE CIF Service code 26 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Participants) | $877,257 |
Filed as: BRANDYWINE GLOBAL FIXED INCOME FD Service code 26 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Advisory (Participants) | $689,382 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN INTL SMALL CAP FD Service code 26 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Participants) | $511,986 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 26 230 PARK AVENUE · NEW YORK, NE 10169 | Advisory (Participants) | $415,188 |
THE VANGUARD GROUP, INC.2+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $263,378 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGMN Service code 26 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Participants) | $254,442 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 26 · EIN 04-3638035 | Advisory (Participants) | $141,898 |
US BANK2+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $98,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 10.29% | 9.42%+0.9pp | 16.78%-6.5pp | 1057.21%-1046.9pp |
| Employer contribution / active EE | $9,985 | $34,966-71.4% | $26,328-62.1% | $14,374-30.5% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |