| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $7,556,905 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-4064414 | Investment Management | $1,123,840 |
ADAMS ADDRESSING ASSOCIATES1+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $960,771 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $533,414 |
GCM GROSVENOR1+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $531,225 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 92130 | Investment Management | $525,538 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $515,740 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $449,670 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $430,165 |
Service code 28 · EIN 95-4871957 | Investment Management | $411,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.83% | 1.36%+1.5pp | -1.61%+4.4pp | 1.67%+1.2pp |
| Employer contribution / active EE | $12,796 | $10,832+18.1% | $30,840-58.5% | $10,506+21.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |