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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $390,893 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $317,837 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA, 57TH FLOOR · NEW YORK, NY 101126300 | Investment Management | $285,694 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE, SUITE 100 · NEWPORT BEACH, CA 92660 | Investment Management | $235,074 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $219,599 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 200 COLUMBINE STREET, SUITE 800 · DENVER, CO 80206 | Investment Management | $216,352 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC. Service code 28 · EIN 25-1111467 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $185,387 |
WESTEND ADVISORS2+ years Filed as: WEST END ADVISORS Service code 28 · EIN 20-1796773 4064 COLONY ROAD, SUITE 130 · CHARLOTTE, NC 28211 | Investment Management | $181,069 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $122,399 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $110,543 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 8.59% | 4.82%+3.8pp | 3.97%+4.6pp | 7.18%+1.4pp |
| Employer contribution / active EE | $44,574 | $12,725+250.3% | $28,168+58.2% | $13,095+240.4% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |