| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM MAYO VAN OTTELOO CO LLC Service code 28 · EIN 04-2691242 | Investment Management | $4,221,364 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0294065 | Investment Management | $3,425,211 |
BRIDGEWATER3+ years Service code 51 · EIN 98-0501379 | Investment Mgmt Fees | $3,389,697 |
Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,819,962 |
ARTISAN PARTNERS1 year Filed as: ARTISAN GLOBAL PARTNERS Service code 28 · EIN 39-1807188 | Investment Management | $1,702,903 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $1,700,684 |
SYMPHONY ASSET MANAGEMENT2 years Service code 28 · EIN 94-3252504 | Investment Management | $1,466,974 |
Service code 28 · EIN 80-0169636 | Investment Management | $1,387,543 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,316,991 |
NEWTON1 year Filed as: NEWTON CAPITAL MANAGEMENT LLC Service code 28 · EIN 25-6078093 | Investment Management | $1,116,344 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 11.93% | 1057.21%-1045.3pp | 9.60%+2.3pp | 1057.21%-1045.3pp |
| Employer contribution / active EE | $8,921 | $14,374-37.9% | $45,595-80.4% | $14,374-37.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |