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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $613,481 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $371,038 |
Service code 28 · EIN 75-2403190 | Investment Management | $242,404 |
LSV ASSET MANAGEMENT7 years Service code 28 · EIN 23-2772200 | Investment Management | $242,050 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $204,350 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $186,720 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $157,614 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $87,538 |
Filed as: ROCATON Service code 28 20 GLOVER AVE · NORWALK, CT 06850 | Investment Management | $72,555 |
Service code 28 · EIN 81-4017137 | Investment Management | $41,965 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 9.15% | 8.00%+1.1pp | 7.69%+1.5pp | 37.77%-28.6pp |
| Employer contribution / active EE | $2,450 | $15,902-84.6% | $28,501-91.4% | $15,798-84.5% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |