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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: WCM FOCUSED INTL GROWTH FUND, LP Service code 28 · EIN 20-8941519 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $353,918 |
I.E. SHAFFER & CO.9+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $345,766 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $254,459 |
WEAVER AND TIDWELL, LLP9+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $188,785 |
SAGE ADVISORY SERVICES9+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $146,202 |
Filed as: GW & K INVESTMENT MANAGEMENT Service code 51 · EIN 80-0250512 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $120,370 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $108,041 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $84,499 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 51 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $73,214 |
Service code 51 · EIN 36-4169967 120 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $69,242 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.74% | 7.95%+2.8pp | 20.18%-9.4pp | 9.11%+1.6pp |
| Employer contribution / active EE | $15,845 | $14,684+7.9% | $29,108-45.6% | $12,231+29.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |