| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1 year Filed as: BRIDGEWATER ASSOCIATES Service code 28 · EIN 13-2871809 | Investment Management | $7,514,504 |
IFM INVESTORS PTY LTD6 years Service code 52 114 WEST 47TH STREET 19TH FLOOR · NY, NY 10036 | Indirect Investment Fees | $1,204,027 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 50 · EIN 91-1042342 | Direct Payment | $675,415 |
Filed as: SCHRODER INVESTMENT MGMNT NA INC Service code 28 · EIN 13-4064414 | Investment Management | $642,369 |
ADAMS ADDRESSING ASSOCIATES10+ years Filed as: ADAMS STREET PARTNERS LLC Service code 28 ONE NORTH WACKER SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $475,516 |
BRANDES INVESTMENT PARTNERS10+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $430,508 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 95-4871957 | Investment Management | $420,794 |
AMERICAN CENTURY10+ years Filed as: AMERICAN CENTURY INVESTMENT MGMNT Service code 28 · EIN 44-0640487 | Investment Management | $327,308 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $314,822 |
PETER CHANG ENTERPRISES, INC.10+ years Filed as: PETER CROSSON Service code 30 701 E TUDOR RD SUITE 205 · ANCHORAGE, AK 99503 | Employee (plan); Direct payment from ... | $292,167 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.50% | 10.33%-2.8pp | 8.10%-0.6pp | 9.30%-1.8pp |
| Employer contribution / active EE | $16,804 | $14,972+12.2% | $28,649-41.3% | $12,551+33.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |