Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT6+ years Filed as: WINSLOW CAPITAL MANAGEMENT, INC. Service code 28 · EIN 90-0860898 | Investment Management | $1,051,833 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $760,211 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 | Investment Management | $693,811 |
BLACKROCK6+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $665,678 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $646,251 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $617,168 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $569,331 |
VAUGHAN NELSON INVESTMENT MGMT6+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $456,644 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $425,602 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $420,713 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 14.91% | 12.05%+2.9pp | 793.01%-778.1pp | 12.86%+2.0pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |