| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,098,986 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 20-2830751 | Investment Management | $890,907 |
FISHER INVESTMENTS5+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $738,232 |
NORTHERN TRUST COMPANY5+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $711,650 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $687,358 |
PIER CAPITAL, LLC5+ years Service code 28 · EIN 86-1105603 | Investment Management | $559,123 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $430,782 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $415,813 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $408,543 |
Service code 28 · EIN 33-1077887 | Investment Management | $373,247 |
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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 13.36% | 12.86%+0.5pp | 380.71%-367.4pp | 12.86%+0.5pp |
| Employer contribution / active EE | $41,777 | $13,687+205.2% | $45,089-7.3% | $13,687+205.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |