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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 51 · EIN 46-1057753 | Investment Mgmt Fees | $135,870 |
PAYDEN & RYGEL5+ years Service code 28 · EIN 95-3927188 | Investment Management | $119,561 |
LEGG MASON2 years Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $101,433 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $88,817 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $84,350 |
CAMBIAR INVESTORS LLC5+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $70,907 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $59,824 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $52,846 |
RENAISSANCE4 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $41,711 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.69% | 34.64%-19.9pp | 20.73%-6.0pp | 21.83%-7.1pp |
| Employer contribution / active EE | $6,142 | $7,654-19.8% | $36,503-83.2% | $12,237-49.8% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |