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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $818,696 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $412,712 |
ACADIAN ASSET MANAGEMENT LLC4+ years Service code 28 · EIN 04-2929221 | Investment Management | $395,874 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $369,959 |
CONESTOGA CAPITAL ADVISORS, LLC4+ years Service code 28 · EIN 23-3072906 | Investment Management | $265,079 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $248,727 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 27 · EIN 47-2614791 | Advisory (Plan) | $247,405 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $228,660 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $220,971 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $174,947 |
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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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 9.33% | 15.63%-6.3pp | 9.78%-0.4pp | 15.63%-6.3pp |
| Employer contribution / active EE | $15,289 | $11,476+33.2% | $46,889-67.4% | $11,476+33.2% |
| Participant deferral / active EE | $1,914 | $1,127+69.9% | $72+2541.0% | $1,127+69.9% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |