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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $63,243 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $56,368 |
Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $49,097 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $44,610 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $37,569 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $35,586 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $33,763 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 95-4861680 | Investment Management | $31,253 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $29,957 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $28,277 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 21.27% | 13.54%+7.7pp | 13.48%+7.8pp | 16.32%+4.9pp |
| Employer contribution / active EE | $16,525 | $37,659-56.1% | $47,067-64.9% | $17,007-2.8% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |