Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WINSLOW CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 90-0860898 | Investment Management | $1,052,192 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $970,969 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $907,934 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $814,292 |
Filed as: VAUGHAN NELSON INV MGMT, LP Service code 28 · EIN 04-3304963 | Investment Management | $810,643 |
LSV ASSET MANAGEMENT1 year Filed as: LSV ASSET MANAGEMENT, LLC Service code 28 · EIN 23-2772200 | Investment Management | $716,879 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $652,812 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $622,862 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $572,331 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $470,341 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 18.03% | 7.76%+10.3pp | 36.37%-18.3pp | 15.63%+2.4pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |