| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $7,615,089 |
ADAMS ADDRESSING ASSOCIATES2+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $1,109,385 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $1,079,755 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $544,164 |
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $517,506 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 92191 | Investment Management | $486,940 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $474,335 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $439,412 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, INC Service code 28 4 ORINDA WAY, SUITE 200-A · ORINDA, CA 94563 | Investment Management | $380,656 |
Service code 28 · EIN 95-4871957 | Investment Management | $366,652 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.52% | 3.63%-3.1pp | 4.16%-3.6pp | 9.19%-8.7pp |
| Employer contribution / active EE | $13,282 | $11,363+16.9% | $29,966-55.7% | $12,608+5.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |