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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $870,412 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $423,551 |
HEXAVEST INC.3+ years Service code 28 · EIN 27-4751991 | Investment Management | $352,145 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $309,050 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $306,305 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $297,052 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $282,899 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $257,593 |
CONESTOGA CAPITAL ADVISORS, LLC3+ years Service code 28 · EIN 23-3072906 | Investment Management | $223,181 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $179,689 |
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Participant 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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 16.30% | 12.86%+3.4pp | 380.71%-364.4pp | 12.86%+3.4pp |
| Employer contribution / active EE | $33,225 | $13,687+142.8% | $45,089-26.3% | $13,687+142.8% |
| Participant deferral / active EE | $1,823 | $833+118.9% | $272+569.6% | $833+118.9% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |