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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $117,282 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $107,554 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3575636 | Investment Management | $88,071 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $73,541 |
CALAMOS ADVISORS LLC2+ years Filed as: CALAMOS INVESTMENTS LLC Service code 28 · EIN 20-1768357 | Investment Management | $43,292 |
LEGG MASON2+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $39,584 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $30,334 |
MADISON INVESTMENT ADVISORS2+ years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 54-1815009 | Investment Management | $29,010 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $12,900 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 46-1057753 | Investment Management | $12,769 |
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 | $20,872 | $90,410-76.9% | $91,004-77.1% | $77,958-73.2% |
| Participation rate | 98.0% | 86.4%+11.6pp | 75.6%+22.4pp | 71.6%+26.3pp |
| Annual return | 10.76% | 21.34%-10.6pp | 4.60%+6.2pp | 20.87%-10.1pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,388 | $4,816-50.4% | $3,548-32.7% | $3,537-32.5% |
| Admin fee / account holder | $113 | $79+43.7% | $5,417-97.9% | $97+16.5% |