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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: WCM FOCUSED INTL GROWTH FUND, L.P. Service code 28 · EIN 20-8941519 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $364,325 |
I.E. SHAFFER & CO.8+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $339,504 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $240,779 |
WEAVER AND TIDWELL, LLP8+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $186,993 |
SAGE ADVISORY SERVICES8+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $152,598 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 51 · EIN 12-0359999 345 PARK AVE · NEW YORK, NY 10154 | Investment Mgmt Fees | $142,345 |
Filed as: GW & K INVESTMENT MANAGEMENT Service code 51 · EIN 80-0250512 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $122,802 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $109,843 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $84,247 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $71,851 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.00% | -7.95%-5.0pp | -5.85%-7.2pp | 23.41%-36.4pp |
| Employer contribution / active EE | $15,202 | $13,972+8.8% | $31,839-52.3% | $12,650+20.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |