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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $181,330 |
PAYDEN & RYGEL10+ years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $146,256 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $123,796 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $113,617 |
NUVEEN3 years Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $111,502 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $106,331 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $102,950 |
GUARDIAN FINANCIAL2 years Service code 27 · EIN 82-1015229 | Advisory (Plan) | $100,000 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $82,448 |
RENAISSANCE9 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $68,713 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.59% | 5.48%+0.1pp | 9.82%-4.2pp | 9.30%-3.7pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |