| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER6+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $9,201,935 |
IFM INVESTORS PTY LTD2 years Service code 28 114 WEST 47TH STREET 26TH FLOOR · NY, NY 10036 | Investment Management | $1,131,157 |
ADAMS ADDRESSING ASSOCIATES6+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHIGCAGO, IL 60606 | Investment Management | $933,825 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $847,854 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $600,499 |
Service code 28 · EIN 95-4871957 | Investment Management | $323,088 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $295,839 |
CROW HOLDINGS CAPITAL3 years Filed as: CROW HOLDINGS CAPITAL REAL ESTATE Service code 52 · EIN 24-4077052 | Indirect Investment Fees | $289,370 |
NB ALTERNATIVES ADVISERS LLC5 years Service code 51 · EIN 30-0536163 | Investment Mgmt Fees | $260,043 |
PETER CHANG ENTERPRISES, INC.6+ years Filed as: PETER CROSSON Service code 30 701 E TUDOR RD SUITE 135 · ANCHORAGE, AK 99503 | Employee (plan) | $244,079 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.75% | 6.82%+1.9pp | 8.01%+0.7pp | 12.86%-4.1pp |
| Employer contribution / active EE | $14,733 | $12,695+16.0% | $29,476-50.0% | $13,687+7.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |