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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $99,110 |
NORTHERN TRUST COMPANY1+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $48,718 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $48,647 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $47,748 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $42,303 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $38,637 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $36,782 |
HEXAVEST INC.1+ years Service code 28 · EIN 27-4751991 | Investment Management | $32,849 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $32,552 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $30,691 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -8.91% | -3.37%-5.5pp | -61.72%+52.8pp | 0.19%-9.1pp |
| Employer contribution / active EE | $13,492 | $36,881-63.4% | $47,703-71.7% | $13,763-2.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |