| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER4+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $9,869,121 |
ADAMS ADDRESSING ASSOCIATES4+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $1,092,032 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $1,026,848 |
GCM GROSVENOR4+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $678,716 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $620,905 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $580,692 |
Filed as: IFM GLOBAL INFRASTRUCTURE (US), LLP Service code 28 114 WEST 47TH STREET 26TH FLOOR · NY, NY 10036 | Investment Management | $491,873 |
Service code 28 · EIN 95-4871957 | Investment Management | $466,885 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $437,094 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY, INC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $414,618 |
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.
Annual investment return 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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.74% | 2.02%-7.8pp | -752.26%+746.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $13,507 | $12,422+8.7% | $31,802-57.5% | $11,253+20.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |