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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $155,066 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $85,637 |
SUSTAINABLE GROWTH ADVISORS10+ years Filed as: SUSTAINABLE GROWTH ADVISERS LP Service code 28 · EIN 05-0571266 | Investment Management | $80,210 |
PZENA INVESTMENT MANAGEMENT4 years Service code 28 · EIN 13-3860154 | Investment Management | $78,494 |
WELLS FARGO BANK, N.A.10+ years Filed as: GALLIARD CAPITAL MGMT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $68,560 |
ARROWMARK PARTNERS5 years Service code 28 · EIN 39-2068140 | Investment Management | $65,122 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL BOSTON Service code 28 · EIN 47-1867873 | Investment Management | $54,420 |
Service code 28 · EIN 20-2830751 | Investment Management | $29,696 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $28,932 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $10,881 |
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 | $244,368 | $112,582+117.1% | $105,624+131.4% | $200,096+22.1% |
| Participation rate | 99.7% | 86.3%+13.4pp | 75.3%+24.4pp | 72.0%+27.7pp |
| Annual return | 7.34% | 15.58%-8.2pp | 116.20%-108.9pp | 34.26%-26.9pp |
| Employer contribution / active EE | $8,222 | $4,580+79.5% | $3,168+159.6% | $3,038+170.7% |
| Participant deferral / active EE | $7,429 | $6,655+11.6% | $5,013+48.2% | $5,090+45.9% |
| Admin fee / account holder | $198 | $107+85.3% | $10,961-98.2% | $269-26.4% |