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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1 year Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $260,636 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $118,295 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $117,873 |
PAYDEN & RYGEL8+ years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $116,449 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $88,161 |
BEAUMONT SECTOR ROTATION2 years Service code 51 · EIN 84-2668847 | Investment Mgmt Fees | $79,208 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $78,831 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $68,609 |
NUVEEN1 year Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $51,574 |
RENAISSANCE7 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $46,730 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -11.45% | -2.41%-9.0pp | -38.86%+27.4pp | 23.41%-34.9pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |