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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $155,501 |
LOOMIS SAYLES2 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $132,697 |
NUVEEN2 years Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $128,871 |
PAYDEN & RYGEL9+ years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $118,693 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $111,005 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $103,935 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $68,274 |
BEAUMONT SECTOR ROTATION3 years Service code 51 · EIN 84-2668847 | Investment Mgmt Fees | $66,140 |
RENAISSANCE8 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $61,060 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $52,616 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 10.96% | 9.71%+1.3pp | 32.33%-21.4pp | 9.11%+1.9pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |