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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 51 · EIN 46-1057753 | Investment Mgmt Fees | $167,376 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $96,599 |
PAYDEN & RYGEL4+ years Service code 28 · EIN 95-3927188 | Investment Management | $94,080 |
LEGG MASON1 year Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $93,117 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $78,855 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $75,466 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $70,087 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $61,179 |
RENAISSANCE3 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $54,968 |
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Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.83% | 9.64%-15.5pp | -102.04%+96.2pp | 33.37%-39.2pp |
| Employer contribution / active EE | $23,628 | $8,034+194.1% | $36,232-34.8% | $11,253+110.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |