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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $180,558 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $172,630 |
PAYDEN & RYGEL7+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $122,961 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $102,738 |
Filed as: EAGLE ASSET MANAGEMENT, INC Service code 28 · EIN 59-2385219 | Investment Management | $94,909 |
CAMBIAR INVESTORS LLC7+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $84,426 |
BEAUMONT SECTOR ROTATION1 year Service code 51 · EIN 84-2668847 | Investment Mgmt Fees | $76,058 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $64,790 |
RENAISSANCE6 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $58,784 |
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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.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 10.55% | 35.98%-25.4pp | 10.75%-0.2pp | 15.63%-5.1pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |