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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX7+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $781,115 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $674,858 |
INTEGRITY ASSET MANAGEMENT7+ years Service code 28 · EIN 13-2700161 | Investment Management | $611,288 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $439,217 |
Filed as: WILLUS TOWERS WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $287,879 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $247,978 |
Filed as: LEGAL & GENERAL INVESTMENT MANAG Service code 28 · EIN 20-8058531 | Investment Management | $160,216 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $146,945 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAG Service code 28 · EIN 51-0412248 | Investment Management | $120,527 |
WELLINGTON TRUST COMPANY4 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $70,759 |
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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% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 10.81% | 35.98%-25.2pp | 10.75%+0.1pp | 15.63%-4.8pp |
| Employer contribution / active EE | $4,389 | $8,396-47.7% | $35,170-87.5% | $11,476-61.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |