| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,078,545 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $799,760 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 20-2830751 | Investment Management | $790,362 |
FISHER INVESTMENTS4+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $694,832 |
NORTHERN TRUST COMPANY4+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $635,632 |
PIER CAPITAL, LLC4+ years Service code 28 · EIN 86-1105603 | Investment Management | $579,011 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $442,714 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $413,914 |
Service code 28 · EIN 33-1077887 | Investment Management | $388,056 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $370,997 |
Annual investment return 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 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 9.75% | 21.83%-12.1pp | 13.48%-3.7pp | 21.83%-12.1pp |
| Employer contribution / active EE | $33,537 | $12,237+174.1% | $47,067-28.7% | $12,237+174.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |