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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $1,602,720 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LLP Service code 28 · EIN 30-0551775 | Investment Management | $1,569,697 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,216,298 |
PATHWAY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,215,866 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $1,155,935 |
THE TOWNSEND GROUP1+ years Service code 28 · EIN 34-1537656 | Investment Management | $890,888 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $845,078 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $842,161 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $789,797 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS INVESTMENT Service code 28 · EIN 13-4080466 | Investment Management | $641,894 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 1.49% | 3.03%-1.5pp | -0.81%+2.3pp | -0.08%+1.6pp |
| Employer contribution / active EE | $8,433 | $7,443+13.3% | $38,425-78.1% | $7,991+5.5% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |