Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1719690 | Investment Management | $1,128,634 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $862,721 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $807,927 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $746,069 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-1284659 | Investment Management | $709,102 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $699,253 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $635,399 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $606,367 |
VAUGHAN NELSON INVESTMENT MGMT3+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $418,573 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $381,975 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 17.59% | 35.86%-18.3pp | 10.53%+7.1pp | 17.84%-0.3pp |
| Employer contribution / active EE | $81,761 | $23,588+246.6% | $29,360+178.5% | $14,688+456.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |