Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $511,147 |
Service code 28 · EIN 36-7298281 | Investment Management | $477,929 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $452,210 |
Service code 28 · EIN 51-0412248 | Investment Management | $372,316 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT CO, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $358,667 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $280,242 |
Service code 28 · EIN 30-0016268 | Investment Management | $268,089 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $237,233 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $201,262 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $172,747 |
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 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 2.65% | 7.18%-4.5pp | 2.08%+0.6pp | 7.18%-4.5pp |
| Employer contribution / active EE | $29,589 | $13,095+126.0% | $47,324-37.5% | $13,095+126.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |