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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,684,572 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $887,341 |
BOSTON PARTNERS9+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $786,800 |
Filed as: BOYD WATTERSON MANAGEMENT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $392,150 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $330,378 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $169,162 |
VITECH SYSTEMS GROUP9+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $148,681 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $94,500 |
WILLIAM J. TURNBULL9+ years Service code 30 · EIN 13-2541630 | Employee (plan) | $89,309 |
LORD ABBETT4 years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $85,233 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.73% | 10.33%-0.6pp | 8.10%+1.6pp | 9.30%+0.4pp |
| Employer contribution / active EE | $14,392 | $14,972-3.9% | $28,649-49.8% | $12,551+14.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |