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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $257,519 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $191,097 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $184,487 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $171,548 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $148,123 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $141,021 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $134,584 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN ADVISORS INC Service code 28 · EIN 94-2990534 | Investment Management | $130,145 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 34-3555070 | Advisory (Plan) | $130,106 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $100,544 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.89% | 3.63%-5.5pp | 4.16%-6.0pp | 9.19%-11.1pp |
| Employer contribution / active EE | $13,868 | $11,363+22.0% | $29,966-53.7% | $12,608+10.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |