| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER5+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $10,187,626 |
IFM INVESTORS PTY LTD1 year Service code 28 114 WEST 47TH STREET 26TH FLOOR · NY, NY 10036 | Investment Management | $2,107,991 |
ADAMS ADDRESSING ASSOCIATES5+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHIGCAGO, IL 60606 | Investment Management | $1,017,837 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $823,126 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $723,731 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $640,474 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $616,372 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $414,423 |
Service code 28 · EIN 95-4871957 | Investment Management | $402,258 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 20-1575788 | Investment Management | $304,176 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 12.43% | 12.20%+0.2pp | 10.56%+1.9pp | 21.83%-9.4pp |
| Employer contribution / active EE | $14,030 | $12,801+9.6% | $30,199-53.5% | $12,237+14.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |