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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $805,737 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $511,699 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $412,908 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $397,907 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $343,894 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $325,000 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $297,943 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $172,505 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $157,327 |
LORD ABBETT2 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $113,787 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,224 | $54,788+8.1% | $92,240-35.8% | $80,976-26.9% |
| Participation rate | 99.4% | 77.1%+22.3pp | 76.5%+22.9pp | 68.3%+31.2pp |
| Annual return | 11.24% | 13.07%-1.8pp | 176.29%-165.0pp | 22.91%-11.7pp |
| Employer contribution / active EE | $4,511 | $3,430+31.5% | $3,680+22.6% | $2,402+87.8% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $192 | $96+99.9% | $5,194-96.3% | $67+184.1% |