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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,747,142 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $725,010 |
BOSTON PARTNERS8+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $703,025 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $426,100 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $321,670 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $151,229 |
VITECH SYSTEMS GROUP8+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $142,230 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO INVESTORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $92,250 |
WILLIAM J. TURNBULL8+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $85,545 |
LORD ABBETT3 years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $76,155 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.63% | 7.95%-1.3pp | 20.18%-13.5pp | 9.11%-2.5pp |
| Employer contribution / active EE | $14,004 | $14,684-4.6% | $29,108-51.9% | $12,231+14.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |