| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER7+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $10,056,555 |
IFM INVESTORS PTY LTD3 years Service code 28 114 WEST 47TH STREET 26TH FLOOR · NY, NY 10036 | Investment Management | $3,044,904 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $1,034,047 |
ADAMS ADDRESSING ASSOCIATES7+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHIGCAGO, IL 60606 | Investment Management | $832,900 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $635,688 |
Service code 28 · EIN 95-4871957 | Investment Management | $457,847 |
BRANDES INVESTMENT PARTNERS7+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $373,814 |
NB ALTERNATIVES ADVISERS LLC6 years Service code 51 · EIN 30-0536163 | Investment Mgmt Fees | $373,360 |
PETER CHANG ENTERPRISES, INC.7+ years Filed as: PETER CROSSON Service code 30 701 E TUDOR RD SUITE 135 · ANCHORAGE, AK 99503 | Employee (plan) | $265,268 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $213,136 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.07% | 19.37%-7.3pp | 11.08%+1.0pp | 15.63%-3.6pp |
| Employer contribution / active EE | $14,937 | $13,107+14.0% | $28,418-47.4% | $11,476+30.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |