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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT5+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $326,630 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $314,976 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $306,984 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $158,078 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $157,087 |
Service code 49 · EIN 16-0766976 | Other Services | $141,942 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 100 MERIDIAN CENTRE BLVD, SUITE 100 · ROCHESTER, NY 14618 | Actuarial | $52,740 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,850 |
ASHER KELLY1 year Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $41,386 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $37,633 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 20.62% | 10.27%+10.4pp | 10.56%+10.1pp | 53.27%-32.6pp |
| Employer contribution / active EE | $17,808 | $12,273+45.1% | $30,199-41.0% | $14,774+20.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |