| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER8+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $10,001,968 |
IFM INVESTORS PTY LTD4 years Service code 28 114 WEST 47TH STREET 19TH FLOOR · NY, NY 10036 | Investment Management | $1,979,402 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $829,440 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 50 · EIN 91-1042342 | Direct Payment | $756,276 |
ADAMS ADDRESSING ASSOCIATES8+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHIGCAGO, IL 60606 | Investment Management | $716,006 |
CROW HOLDINGS CAPITAL5 years Filed as: CROW HOLDINGS CAPITAL REAL ESTATE Service code 51 · EIN 24-4077052 | Investment Mgmt Fees | $556,496 |
Service code 28 · EIN 95-4871957 | Investment Management | $436,311 |
NB ALTERNATIVES ADVISERS LLC7 years Service code 50 · EIN 30-0536163 | Direct Payment | $397,338 |
BRANDES INVESTMENT PARTNERS8+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $347,546 |
PETER CHANG ENTERPRISES, INC.8+ years Filed as: PETER CROSSON Service code 30 701 E TUDOR RD SUITE 205 · ANCHORAGE, AK 99503 | Direct payment from the plan; Employe... | $270,910 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.43% | -7.95%+2.5pp | -5.85%+0.4pp | 23.41%-28.8pp |
| Employer contribution / active EE | $15,228 | $13,972+9.0% | $31,839-52.2% | $12,650+20.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |