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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $322,663 |
MADISON INVESTMENT ADVISORS4+ years Filed as: MADISON INVESTMENT ADVISORS INC. Service code 28 · EIN 54-1815009 | Investment Management | $150,668 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $132,857 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $124,108 |
V. HOURIHAN2 years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $113,495 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $111,879 |
SHEEHAN & COMPANY4+ years Filed as: P. SHEEHAN Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $108,796 |
CAMBIAR INVESTORS LLC4+ years Service code 28 · EIN 84-1596610 | Investment Management | $104,987 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $102,258 |
C. BAFFUTO4+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $100,886 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,490 | $104,281+45.3% | $140,019+8.2% | $68,904+119.9% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -4.18% | -1.33%-2.9pp | 651.19%-655.4pp | 1.07%-5.3pp |
| Employer contribution / active EE | $10,109 | $4,070+148.4% | $5,605+80.4% | $2,540+298.0% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $295 | $79+274.3% | $10,705-97.2% | $71+313.3% |