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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT6+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $429,799 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $344,071 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $175,181 |
Service code 49 · EIN 16-0766976 | Other Services | $139,424 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $138,402 |
ASHER KELLY2 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $115,228 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $115,051 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $109,062 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,721 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $56,825 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 20.79% | 6.41%+14.4pp | 8.01%+12.8pp | 11.45%+9.3pp |
| Employer contribution / active EE | $20,308 | $11,592+75.2% | $29,476-31.1% | $17,219+17.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |