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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $172,880 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $113,743 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $85,764 |
CALAMOS ADVISORS LLC1+ years Filed as: CALAMOS INVESTMENTS LLC Service code 28 · EIN 20-1768357 | Investment Management | $42,666 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3575636 | Investment Management | $36,723 |
MADISON INVESTMENT ADVISORS1+ years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 54-1815009 | Investment Management | $28,538 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $27,183 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 46-1057753 | Investment Management | $20,529 |
LEGG MASON1+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $16,741 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $9,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,127 | $82,279-75.5% | $78,002-74.2% | $63,975-68.5% |
| Participation rate | 98.9% | 84.7%+14.2pp | 75.5%+23.4pp | 71.1%+27.7pp |
| Annual return | -1.14% | 11.20%-12.3pp | 425.99%-427.1pp | 48.65%-49.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,243 | $4,538-50.6% | $3,497-35.9% | $3,356-33.2% |
| Admin fee / account holder | $121 | $81+49.1% | $5,481-97.8% | $70+72.3% |