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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $385,615 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $296,590 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE, SUITE 100 · NEWPORT BEACH, CA 92660 | Investment Management | $252,204 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 65 E. 55TH STREET · NEW YORK, NY 10022 | Securities Custodian | $245,576 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $226,828 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 28 · EIN 25-1111467 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $192,125 |
WESTEND ADVISORS1+ years Filed as: WEST END ADVISORS Service code 28 · EIN 20-1796773 4064 COLONY ROAD, SUITE 130 · CHARLOTTE, NC 28211 | Investment Management | $186,822 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA, 57TH FLOOR · NEW YORK, NY 101126300 | Investment Management | $165,565 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $103,754 |
Filed as: PHILADELPHIA INTL ADVISORS Service code 28 · EIN 23-3095938 1650 MARKET STREET, SUITE 1400 · PHILADELPHIA, PA 19103 | Investment Management | $101,250 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 1.35% | -0.74%+2.1pp | -1.08%+2.4pp | -0.60%+2.0pp |
| Employer contribution / active EE | $43,962 | $12,555+250.1% | $35,779+22.9% | $12,272+258.2% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |