Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $55,843 |
Service code 29 · EIN 16-0766172 | Legal | $14,570 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS P.C Service code 10 · EIN 14-1624930 | Accounting | $8,000 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $7,296 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $6,852 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $5,924 |
DIAMOND HILL10+ years Service code 28 · EIN 31-1019984 | Investment Management | $5,197 |
HARRIS10+ years Service code 28 · EIN 04-3276558 | Investment Management | $5,035 |
PGIM INVESTMENTS4 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $4,883 |
SHAPIRO CAPITAL MANAGEMENT LLC10+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $4,845 |
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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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 25.0%-25.0pp | 27.7%-27.7pp |
| Annual return | 6.02% | 9.87%-3.9pp | 9.70%-3.7pp | 15.59%-9.6pp |
| Employer contribution / active EE | $0 | $31,719-100.0% | $26,706-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |