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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $97,872 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $76,888 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $71,789 |
HEXAVEST INC.3+ years Service code 28 · EIN 27-4751991 | Investment Management | $48,613 |
MERCER2 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $38,127 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $34,754 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $34,452 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 04-2929221 | Investment Management | $33,497 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $31,892 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $28,971 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 16.08% | 6915.14%-6899.1pp | 380.71%-364.6pp | 627.08%-611.0pp |
| Employer contribution / active EE | $30,455 | $39,618-23.1% | $45,089-32.5% | $18,824+61.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |