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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 31-1051736 | Investment Management | $329,037 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310632 | Investment Management | $136,110 |
NORTHERN TRUST COMPANY2 years Service code 28 · EIN 36-1561860 | Investment Management | $123,808 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $61,795 |
WINSLOW CAPITAL MANAGEMENT4+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 80 SOUTH EIGTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $60,567 |
Filed as: STOUT RISIUS ROSS Service code 28 ONE SOUTH WACKER DR · CHICAGO, IL 60606 | Investment Management | $55,744 |
CROWE LLP2 years Service code 15 · EIN 35-0921680 | Recordkeeping | $46,750 |
CALAMOS ADVISORS LLC4+ years Filed as: CALAMOS INVESTMENTS LLC Service code 28 · EIN 20-1768357 | Investment Management | $39,580 |
HARDING LOEVNER LP4+ years Service code 28 · EIN 27-0684167 | Investment Management | $38,730 |
GBQ PARTNERS2 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $30,500 |
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 | $86,181 | $96,403-10.6% | $93,621-7.9% | $77,775+10.8% |
| Participation rate | 99.9% | 87.6%+12.3pp | 75.8%+24.1pp | 73.2%+26.7pp |
| Annual return | 0.99% | 39.36%-38.4pp | 32.76%-31.8pp | 32.58%-31.6pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $2,719-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,070-100.0% | $3,966-100.0% |
| Admin fee / account holder | $147 | $90+64.0% | $7,890-98.1% | $100+46.7% |