Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $556,992 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $489,800 |
Service code 28 · EIN 36-7298281 | Investment Management | $382,302 |
Service code 28 · EIN 51-0412248 | Investment Management | $374,689 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MGMT CO, L.P. Service code 28 · EIN 80-0175963 | Investment Management | $373,799 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $311,400 |
Service code 28 · EIN 30-0016268 | Investment Management | $309,089 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MGMT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $274,336 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $230,000 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $164,817 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 9.44% | 13.06%-3.6pp | 15.63%-6.2pp | 23.90%-14.5pp |
| Employer contribution / active EE | $53,953 | $19,111+182.3% | $56,677-4.8% | $16,539+226.2% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |