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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $708,630 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1719690 | Investment Management | $686,105 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $470,456 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $456,456 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $430,308 |
PENN CAPITAL MANAGEMENT1+ years Service code 51 · EIN 22-2796848 | Investment Mgmt Fees | $427,821 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $388,820 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $213,596 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $210,712 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $208,968 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,651-100.0% | $75,784-100.0% | $69,651-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 75.8%-75.8pp | 66.6%-66.6pp |
| Annual return | 40.30% | 53.77%-13.5pp | 9.68%+30.6pp | 53.77%-13.5pp |
| Employer contribution / active EE | $1,770 | $2,241-21.0% | $3,323-46.7% | $2,241-21.0% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,300-100.0% | $63-100.0% |