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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $450,571 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $396,544 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $302,690 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA, 57TH FLOOR · NEW YORK, NY 101126300 | Investment Management | $279,154 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $225,745 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE, SUITE 100 · NEWPORT BEACH, CA 92660 | Investment Management | $220,303 |
CAMBIAR INVESTORS LLC2 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET, SUITE 800 · DENVER, CO 80206 | Investment Management | $214,607 |
WESTEND ADVISORS3+ years Filed as: WEST END ADVISORS Service code 28 · EIN 20-1796773 4064 COLONY ROAD, SUITE 130 · CHARLOTTE, NC 28211 | Investment Management | $186,987 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 94-1671384 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $127,298 |
FEDERATED3+ years Filed as: FEDERATED INVESTORS, INC. Service code 28 · EIN 25-1111467 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $120,772 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.75% | 12.52%+2.2pp | 9.39%+5.4pp | 23.90%-9.1pp |
| Employer contribution / active EE | $45,655 | $13,977+226.6% | $33,466+36.4% | $16,539+176.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |