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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $140,102 |
ARROWMARK PARTNERS3 years Service code 28 · EIN 39-2068140 | Investment Management | $138,597 |
SUSTAINABLE GROWTH ADVISORS8+ years Filed as: SUSTAINABLE GROWTH ADVISERS LP Service code 28 · EIN 05-0571266 | Investment Management | $129,490 |
VULCAN VALUE PARTNERS8+ years Service code 28 · EIN 39-2051712 | Investment Management | $105,178 |
Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $103,941 |
PZENA INVESTMENT MANAGEMENT2 years Service code 28 · EIN 13-3860154 | Investment Management | $83,087 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 · EIN 47-1867873 | Investment Management | $80,597 |
Service code 28 · EIN 20-2830751 | Investment Management | $56,973 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $53,761 |
WELLS FARGO BANK, N.A.8+ years Filed as: GALLIARD CAPITAL MGMT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $46,867 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,065 | $136,266+35.8% | $90,767+103.9% | $77,906+137.5% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.0pp |
| Annual return | -11.45% | -11.32%-0.1pp | -12.16%+0.7pp | 12.16%-23.6pp |
| Employer contribution / active EE | $7,431 | $4,215+76.3% | $2,922+154.3% | $2,846+161.1% |
| Participant deferral / active EE | $7,116 | $6,353+12.0% | $4,565+55.9% | $4,805+48.1% |
| Admin fee / account holder | $284 | $399-28.9% | $8,445-96.6% | $133+113.9% |