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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC1+ years Service code 28 · EIN 83-0368447 | Investment Management | $184,627 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $181,116 |
Service code 28 · EIN 36-7045783 | Investment Management | $136,084 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $98,061 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 28 · EIN 95-4839031 | Investment Management | $90,779 |
F-SQUARED INVESTMENTS INC1+ years Filed as: F-SQUARED INVESTMENTS, INC Service code 28 · EIN 26-2980788 | Investment Management | $62,484 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Other services; Direct payment from t... | $58,840 |
COHO PARTNERS, LTD.1+ years Filed as: COHO PARTNERS LTD. Service code 28 · EIN 23-3004662 | Investment Management | $51,641 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 | Investment Management | $36,766 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $22,913 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -10.23% | -1.76%-8.5pp | -2.13%-8.1pp | 2.81%-13.0pp |
| Employer contribution / active EE | $43,596 | $19,174+127.4% | $34,127+27.7% | $16,358+166.5% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |