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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: WCM FOCUSED INTL GROWTH FUND, L.P. Service code 28 · EIN 20-8941519 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $415,563 |
I.E. SHAFFER & CO.7+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $302,250 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $272,576 |
WEAVER AND TIDWELL, LLP7+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $201,721 |
SAGE ADVISORY SERVICES7+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $163,573 |
Filed as: GW & K INVESTMENT MANAGEMENT Service code 51 · EIN 80-0250512 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $134,610 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $112,459 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $89,760 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $76,311 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 522 FIFTH AVENUE 11TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $62,727 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 11.32% | 19.37%-8.1pp | 11.08%+0.2pp | 15.63%-4.3pp |
| Employer contribution / active EE | $16,303 | $13,107+24.4% | $28,418-42.6% | $11,476+42.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |