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 | $67,686 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $13,651 |
YACKTMAN7+ years Service code 28 · EIN 36-3780592 | Investment Management | $9,147 |
DIAMOND HILL7+ years Service code 28 · EIN 31-1019984 | Investment Management | $8,778 |
SHAPIRO CAPITAL MANAGEMENT LLC7+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $8,542 |
HARRIS7+ years Service code 28 · EIN 04-3276558 | Investment Management | $8,291 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE Service code 28 · EIN 36-1753930 | Investment Management | $8,123 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $6,834 |
NUVEEN3 years Service code 28 · EIN 27-4357327 | Investment Management | $5,091 |
HARDING LOEVNER LP7+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $2,753 |
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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 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -5.47% | -10.92%+5.5pp | 7.07%-12.5pp | -5.25%-0.2pp |
| Employer contribution / active EE | $0 | $23,250-100.0% | $34,847-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |