| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2+ years Service code 51 · EIN 98-0501379 | Investment Mgmt Fees | $7,342,502 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $2,888,558 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $2,331,608 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,958,788 |
Filed as: INTERNATIONAL VALUE ADVISORS LLC Service code 28 · EIN 41-2253838 | Investment Management | $1,573,213 |
Service code 51 · EIN 94-3252504 | Investment Mgmt Fees | $1,557,128 |
NEWTON2+ years Filed as: NEWTON GLOBAL REAL RETURN Service code 28 · EIN 25-6078093 | Investment Management | $1,146,852 |
Filed as: NATIONAL INVESTMENT SERVICES INC Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $838,394 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $831,638 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $819,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 5.39% | 10.64%-5.3pp | 3.99%+1.4pp | 10.64%-5.3pp |
| Employer contribution / active EE | $8,376 | $11,561-27.5% | $38,279-78.1% | $11,561-27.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |