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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 48-1140940 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $990,127 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $581,233 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $170,201 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 0.54% | 15.51%-15.0pp | 11.31%-10.8pp | 13.24%-12.7pp |
| Employer contribution / active EE | $31,930 | $18,592+71.7% | $35,729-10.6% | $14,616+118.5% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |