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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 | $145,121 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $109,158 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 80 SOUTH EIGHT STREET · MINNEAPOLIS, MN 55402 | Investment Management | $68,729 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $65,473 |
CALAMOS ADVISORS LLC1+ years Filed as: CALAMOS INVESTMENTS LLC Service code 28 · EIN 20-1768357 | Investment Management | $46,365 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $32,075 |
MADISON INVESTMENT ADVISORS1+ years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 54-1815009 | Investment Management | $29,990 |
LEGG MASON1+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $17,470 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS, INC Service code 28 · EIN 42-1479618 | Investment Management | $16,879 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,641 | $82,279+12.6% | $78,002+18.8% | $63,975+44.8% |
| Participation rate | 99.2% | 84.7%+14.5pp | 75.5%+23.7pp | 71.1%+28.1pp |
| Annual return | -21.70% | 11.20%-32.9pp | 425.99%-447.7pp | 48.65%-70.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $2,470-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $102 | $81+25.7% | $5,481-98.1% | $70+45.3% |