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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $125,813 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $12,731 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $12,528 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 P.O. BOX 8266 · BOSTON, MA 022668266 | Investment Management | $7,717 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD Service code 28 P.O. BOX 0672 · MILWAUKEE, WI 53201 | Investment Management | $7,693 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $232,077-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 2.95% | 10.61%-7.7pp | 12.61%-9.7pp | 10.61%-7.7pp |
| Employer contribution / active EE | $5,516 | $15,605-64.7% | $25,149-78.1% | $15,605-64.7% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $22-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $271,923-100.0% | - |