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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $98,205 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $91,860 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $67,328 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $46,347 |
ACADIAN ASSET MANAGEMENT LLC4+ years Service code 28 · EIN 04-2929221 | Investment Management | $44,475 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $30,170 |
CONESTOGA CAPITAL ADVISORS, LLC4+ years Service code 28 · EIN 23-3072906 | Investment Management | $29,751 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $27,908 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 27 · EIN 47-2614791 | Advisory (Plan) | $27,796 |
MERCER3 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $26,788 |
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Employer 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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 9.30% | 7.94%+1.4pp | 9.78%-0.5pp | 11.84%-2.5pp |
| Employer contribution / active EE | $15,084 | $42,390-64.4% | $46,889-67.8% | $17,339-13.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |