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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $2,693,913 |
Filed as: AUDAX MANAGEMENT COMPANY Service code 28 · EIN 04-3525044 | Investment Management | $1,047,820 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $671,753 |
SIT INVESTMENT ASSOCIATES2 years Service code 28 300 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $431,473 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE CREDIT ADVIS Service code 28 · EIN 01-0899018 | Investment Management | $425,867 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $410,251 |
KILTEARN PARTNERS LLP8 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $379,524 |
MERCER6 years Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $373,649 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $195,488 |
Filed as: PRINCIPAL, N.A. Service code 24 · EIN 51-0099493 | Discretionary Trustee | $124,996 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 11.31% | 8.85%+2.5pp | 9.82%+1.5pp | 8.85%+2.5pp |
| Employer contribution / active EE | $6,746 | $8,529-20.9% | $30,322-77.8% | $8,529-20.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |