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 | $66,398 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $10,718 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $10,705 |
DIAMOND HILL8+ years Service code 28 · EIN 31-1019984 | Investment Management | $8,386 |
SHAPIRO CAPITAL MANAGEMENT LLC8+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $7,935 |
YACKTMAN8+ years Service code 28 · EIN 36-3780592 | Investment Management | $7,762 |
HARRIS8+ years Service code 28 · EIN 04-3276558 | Investment Management | $7,542 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $7,359 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $7,026 |
NUVEEN4 years Service code 28 · EIN 27-4357327 | Investment Management | $5,682 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,669-100.0% | $202,297-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.8%-55.8pp |
| Annual return | -0.59% | 14.33%-14.9pp | 14.20%-14.8pp | 24.44%-25.0pp |
| Employer contribution / active EE | $0 | $33,921-100.0% | $29,492-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |