| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,453,622 |
NORTHERN TRUST COMPANY7+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $933,053 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $781,872 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 20-2830751 | Investment Management | $589,918 |
FISHER INVESTMENTS7+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $576,613 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $497,830 |
PIER CAPITAL, LLC7+ years Service code 28 · EIN 86-1105603 | Investment Management | $406,878 |
EARNEST PARTNERS, LLC7+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $318,005 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $261,905 |
JP MORGAN SECURITIES LLC7+ years Filed as: JP MORGAN STRATEGIC Service code 28 · EIN 13-6038770 | Investment Management | $252,052 |
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 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | -26.99% | 23.41%-50.4pp | 10.22%-37.2pp | 23.41%-50.4pp |
| Employer contribution / active EE | $42,882 | $12,650+239.0% | $51,212-16.3% | $12,650+239.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |