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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $158,483 |
SUSTAINABLE GROWTH ADVISORS9+ years Filed as: SUSTAINABLE GROWTH ADVISERS LP Service code 28 · EIN 05-0571266 | Investment Management | $150,461 |
ARROWMARK PARTNERS4 years Service code 28 · EIN 39-2068140 | Investment Management | $112,500 |
VULCAN VALUE PARTNERS9+ years Service code 28 · EIN 39-2051712 | Investment Management | $82,459 |
SNYDER CAPITAL MANAGEMENT2 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $72,869 |
Filed as: ARISTOTLE CAPITAL BOSTON Service code 28 · EIN 47-1867873 | Investment Management | $66,758 |
PZENA INVESTMENT MANAGEMENT3 years Service code 28 · EIN 13-3860154 | Investment Management | $65,235 |
WELLS FARGO BANK, N.A.9+ years Filed as: GALLIARD CAPITAL MGMT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $62,511 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $58,876 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $12,559 |
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 | $222,432 | $104,631+112.6% | $98,462+125.9% | $80,187+177.4% |
| Participation rate | 99.7% | 87.5%+12.2pp | 75.2%+24.6pp | 72.9%+26.8pp |
| Annual return | 15.41% | 34.72%-19.3pp | 21.20%-5.8pp | 40.40%-25.0pp |
| Employer contribution / active EE | $7,745 | $4,517+71.5% | $3,049+154.0% | $2,980+159.9% |
| Participant deferral / active EE | $7,231 | $6,545+10.5% | $4,738+52.6% | $5,016+44.2% |
| Admin fee / account holder | $239 | $105+127.9% | $8,875-97.3% | $145+64.8% |