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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $305,547 |
CAMBIAR INVESTORS LLC3+ years Service code 28 · EIN 84-1596610 | Investment Management | $205,493 |
LARSEN RUGGIERO2 years Service code 49 · EIN 13-3525528 | Other Services | $152,844 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $133,292 |
MADISON INVESTMENT ADVISORS3+ years Filed as: MADISON INVESTMENT ADVISORS INC. Service code 28 · EIN 54-1815009 | Investment Management | $131,690 |
SHEEHAN & COMPANY3+ years Filed as: P. SHEEHAN Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $131,361 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $130,759 |
RENAISSANCE3+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 · EIN 31-1448100 | Investment Management | $92,644 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $90,688 |
V. HOURIHAN1 year Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $88,364 |
Annual investment return 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 | $157,591 | $96,400+63.5% | $149,721+5.3% | $177,276-11.1% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 12.99% | 19.02%-6.0pp | 1501.67%-1488.7pp | 21.25%-8.3pp |
| Employer contribution / active EE | $9,536 | $3,680+159.1% | $5,444+75.1% | $2,479+284.7% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $287 | $69+314.0% | $11,282-97.5% | $154+86.3% |