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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 51 · EIN 46-1057753 | Investment Mgmt Fees | $192,040 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $141,629 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $119,416 |
PAYDEN & RYGEL2+ years Service code 28 · EIN 95-3927188 | Investment Management | $92,728 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $79,654 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,051 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $61,369 |
BEAUMONT2+ years Service code 51 · EIN 04-3481223 | Investment Mgmt Fees | $56,652 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $48,739 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $45,406 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.72% | 9.41%-2.7pp | 5.00%+1.7pp | 9.19%-2.5pp |
| Employer contribution / active EE | $22,734 | $8,353+172.2% | $35,918-36.7% | $12,608+80.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |