Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT4+ years Filed as: WINSLOW CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1719690 | Investment Management | $1,217,823 |
WESTWOOD TRUST4+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $873,131 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $818,604 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 13-5545100 | Investment Management | $737,161 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $709,764 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $661,658 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $608,968 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $578,679 |
VAUGHAN NELSON INVESTMENT MGMT4+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $444,069 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $413,589 |
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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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.37% | 39.99%-46.4pp | 4.36%-10.7pp | 33.37%-39.7pp |
| Employer contribution / active EE | $33,177 | $11,066+199.8% | $27,383+21.2% | $11,253+194.8% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |