| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER1+ years Service code 28 · EIN 98-0501379 | Investment Management | $13,782,403 |
Service code 28 · EIN 04-2691242 | Investment Management | $3,212,676 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $2,088,480 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,951,222 |
Filed as: INTERNATIONAL VALUE ADVISORS LLC Service code 28 · EIN 41-2253838 | Investment Management | $1,820,172 |
NEWTON1+ years Filed as: NEWTON GLOBAL REAL RETURN Service code 28 · EIN 25-6078093 | Investment Management | $1,104,737 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $910,483 |
CSC CONVANSYS, CORP.1+ years Filed as: CSC COVANSYS CORPORATION Service code 16 · EIN 38-2606945 | Consulting | $821,961 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MANAGEMENT L.P. Service code 28 · EIN 26-0189082 | Investment Management | $813,340 |
THE SEGAL COMPANY1+ years Filed as: NIGRO, KARLIN, SEGAL & FELDSTEIN, L Service code 10 · EIN 95-3632775 | Accounting | $718,680 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | -3.38% | -0.08%-3.3pp | -2.13%-1.3pp | -0.08%-3.3pp |
| Employer contribution / active EE | $8,304 | $7,991+3.9% | $34,127-75.7% | $7,991+3.9% |
| Participant deferral / active EE | $0 | $325-100.0% | $131-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |