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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $443,222 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $432,556 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $424,270 |
NORTHERN TRUST COMPANY1+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $402,538 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $376,110 |
HEXAVEST INC.1+ years Service code 28 · EIN 27-4751991 | Investment Management | $358,913 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $343,442 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $289,265 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $269,580 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $265,357 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -8.95% | -1.84%-7.1pp | -61.72%+52.8pp | 33.37%-42.3pp |
| Employer contribution / active EE | $18,963 | $20,811-8.9% | $47,703-60.2% | $11,253+68.5% |
| Participant deferral / active EE | $1,709 | $3,271-47.7% | $135+1166.3% | $819+108.7% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |