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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $515,005 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $312,643 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-5545100 30 ROCKEFELLER PLAZA, 57TH FLOOR · NEW YORK, NY 101126300 | Investment Management | $305,456 |
PIONEER1 year Filed as: AMUNDI PIONEER INSTITUTIONAL ASSET Service code 28 · EIN 43-2095408 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $272,621 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $270,942 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $219,141 |
FEDERATED4+ years Filed as: FEDERATED INVESTORS, INC. Service code 28 · EIN 25-1111467 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $210,267 |
CAMBIAR INVESTORS LLC3 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET, SUITE 800 · DENVER, CO 80206 | Investment Management | $179,807 |
GOWLING WLG (CANADA) LLP3 years Service code 29 | Legal | $141,882 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 94-1671384 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $131,086 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 2.39% | -1.84%+4.2pp | -0.67%+3.1pp | 0.19%+2.2pp |
| Employer contribution / active EE | $29,160 | $15,717+85.5% | $31,731-8.1% | $13,763+111.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |