| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER9+ years Filed as: BRIDGEWATER ASSOCIATES LP Service code 28 · EIN 13-2871809 | Investment Management | $6,928,949 |
IFM INVESTORS PTY LTD5 years Service code 52 114 WEST 47TH STREET 19TH FLOOR · NY, NY 10036 | Indirect Investment Fees | $1,855,426 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $775,137 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 50 · EIN 91-1042342 | Direct Payment | $679,077 |
ADAMS ADDRESSING ASSOCIATES9+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHIGCAGO, IL 60606 | Investment Management | $599,103 |
Service code 28 · EIN 95-4871957 | Investment Management | $446,620 |
BRANDES INVESTMENT PARTNERS9+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $388,103 |
PETER CHANG ENTERPRISES, INC.9+ years Filed as: PETER CROSSON Service code 30 701 E TUDOR RD SUITE 205 · ANCHORAGE, AK 99503 | Direct payment from the plan; Employe... | $276,982 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $248,561 |
AMERICAN CENTURY9+ years Filed as: AMERICAN CENTURY INVESTMENT MGMNT Service code 28 · EIN 44-0640487 | Investment Management | $179,291 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 3.71% | 7.95%-4.2pp | 20.18%-16.5pp | 9.11%-5.4pp |
| Employer contribution / active EE | $15,679 | $14,684+6.8% | $29,108-46.1% | $12,231+28.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |