Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7298281 | Investment Management | $483,020 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $480,979 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $425,722 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 28 · EIN 51-0294065 | Investment Management | $401,732 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT CO, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $369,539 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT BUSINESS TRUST Service code 28 · EIN 23-2859590 | Investment Management | $235,213 |
INTEGRITY ASSET MANAGEMENT1+ years Service code 28 · EIN 38-3212521 | Investment Management | $215,114 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $202,327 |
GLOBAL THEMATIC PARTNERS, LLC1+ years Filed as: GLOBAL THEMATIC PARTNERS LLC Service code 28 · EIN 27-2093087 | Investment Management | $168,991 |
Service code 28 · EIN 20-2584112 | Investment Management | $151,201 |
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $177,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.8%-11.8pp | 0.8%-0.8pp |
| Annual return | 1.92% | -0.60%+2.5pp | -2.52%+4.4pp | -0.60%+2.5pp |
| Employer contribution / active EE | $32,420 | $12,272+164.2% | $82,375-60.6% | $12,272+164.2% |
| Participant deferral / active EE | $0 | $416-100.0% | $201-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $1,917-100.0% | $717-100.0% |