| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER7+ years Service code 28 · EIN 98-0501379 | Investment Management | $6,784,205 |
ARTISAN PARTNERS5 years Filed as: ARTISAN GLOBAL PARTNERS Service code 28 · EIN 39-1807188 | Investment Management | $2,415,498 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN ASSET MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,410,874 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 80-0169636 | Investment Management | $1,777,566 |
Filed as: WALTER SCOTT PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $1,592,461 |
Filed as: VOYA ALTERNATIVE ASSET MANAGEMENT Service code 28 · EIN 13-3863170 | Investment Management | $1,509,796 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $1,134,755 |
Filed as: ABS INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-4205457 | Investment Management | $1,125,448 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $1,066,462 |
Filed as: BEACHPOINT CAPITAL Service code 28 · EIN 80-0242162 | Investment Management | $1,007,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 12.64% | 13.51%-0.9pp | 9.74%+2.9pp | 13.51%-0.9pp |
| Employer contribution / active EE | $10,839 | $8,170+32.7% | $39,474-72.5% | $8,170+32.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $135-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |