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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $574,888 |
Service code 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $471,107 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $370,324 |
Service code 28 · EIN 75-2403190 | Investment Management | $352,533 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $293,102 |
HARDING LOEVNER LP8+ years Service code 28 · EIN 27-0684167 | Investment Management | $269,610 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $178,381 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO & COMPANY Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $159,303 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $152,351 |
Filed as: ROCATON Service code 28 20 GLOVER AVE · NORWALK, CT 06850 | Investment Management | $146,986 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -20.99% | 1.88%-22.9pp | -5.12%-15.9pp | 2.78%-23.8pp |
| Employer contribution / active EE | $5,970 | $8,732-31.6% | $31,020-80.8% | $15,276-60.9% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |