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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $383,752 |
Service code 49 · EIN 16-0766976 | Other Services | $229,328 |
WINSLOW CAPITAL MANAGEMENT9+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $192,239 |
RIDGEWORTH7 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $186,913 |
Service code 28 | Investment Management | $184,021 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $171,024 |
CHEIRON2 years Service code 11 8300 GREENSBORO DR, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $112,199 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $103,992 |
Filed as: BRANDYWINE GLOBAL INVESTMENT Service code 28 1735 MARKET STREET, SUITE 1800 · PHILADELPHIA, PA 19103 | Investment Management | $93,148 |
ASHER KELLY5 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $90,728 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.41% | 7.15%+1.3pp | 20.18%-11.8pp | 37.77%-29.4pp |
| Employer contribution / active EE | $22,091 | $13,270+66.5% | $29,108-24.1% | $15,798+39.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |