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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 | $112,032 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310632 | Investment Management | $106,759 |
DUFF & PHELPS, LLC1 year Service code 16 · EIN 36-4090666 | Consulting | $72,062 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $63,258 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 80 SOUTH EIGHT STREET · MINNEAPOLIS, MN 55402 | Investment Management | $60,844 |
LEGG MASON2+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $41,101 |
CALAMOS ADVISORS LLC2+ years Filed as: CALAMOS INVESTMENTS LLC Service code 28 · EIN 20-1768357 | Investment Management | $38,321 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $30,077 |
MADISON INVESTMENT ADVISORS2+ years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 54-1815009 | Investment Management | $26,778 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS, INC Service code 28 · EIN 42-1479618 | Investment Management | $18,612 |
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 | $88,334 | $90,410-2.3% | $91,004-2.9% | $77,958+13.3% |
| Participation rate | 99.6% | 86.4%+13.2pp | 75.6%+24.0pp | 71.6%+27.9pp |
| Annual return | 3.59% | 21.34%-17.8pp | 4.60%-1.0pp | 20.87%-17.3pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $103 | $79+30.8% | $5,417-98.1% | $97+6.0% |