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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232269 | Actuarial | $487,711 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $244,053 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $114,131 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WA 53202 | Investment Management | $23,862 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $20,195 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $18,557 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $18,458 |
FULLER & THALER ASSET MANAGEMENT5+ years Service code 28 · EIN 94-3176968 | Investment Management | $13,538 |
PEREGRINE CAPITAL MANAGEMENT2 years Filed as: PEREGRINE INVESTMENT ADVISORS, LLC Service code 28 101 WEBSTER CIRCLE, SUITE 201 · MADISON, MS 39110 | Investment Management | $13,535 |
CAMBIAR INVESTORS LLC5+ years Service code 28 · EIN 84-1596610 | Investment Management | $11,570 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 19.90% | 16.35%+3.6pp | 10.78%+9.1pp | 53.27%-33.4pp |
| Employer contribution / active EE | $0 | $11,482-100.0% | $41,857-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |