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 | $60,981 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-1411037 | Investment Management | $9,084 |
Filed as: EAGLE Service code 28 · EIN 22-3361201 | Investment Management | $8,602 |
HARRIS9+ years Service code 28 · EIN 04-3276558 | Investment Management | $7,542 |
SHAPIRO CAPITAL MANAGEMENT LLC9+ years Filed as: SHAPIRO Service code 28 · EIN 20-4196445 | Investment Management | $6,228 |
PGIM INVESTMENTS3 years Filed as: JENNISON Service code 28 · EIN 52-2069785 | Investment Management | $5,948 |
DIAMOND HILL9+ years Service code 28 · EIN 31-1019984 | Investment Management | $5,947 |
YACKTMAN9+ years Service code 28 · EIN 36-3780592 | Investment Management | $5,569 |
Filed as: GRANITE Service code 28 · EIN 27-0225271 | Investment Management | $5,355 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $3,941 |
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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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 12.20% | 174.20%-162.0pp | 148.78%-136.6pp | 13.05%-0.8pp |
| Employer contribution / active EE | $0 | $30,844-100.0% | $26,858-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |