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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,282,159 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $793,163 |
WINSLOW CAPITAL MANAGEMENT3+ years Service code 28 · EIN 90-0860898 | Investment Management | $772,011 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $770,101 |
HARDING LOEVNER LP3+ years Service code 28 · EIN 27-0684167 | Investment Management | $694,593 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $597,962 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $474,969 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $432,227 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $306,757 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $291,667 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 18.54% | 73.13%-54.6pp | -0.70%+19.2pp | 73.13%-54.6pp |
| Employer contribution / active EE | $19,763 | $8,421+134.7% | $28,903-31.6% | $8,421+134.7% |
| Participant deferral / active EE | $1 | $293-99.6% | $148-99.2% | $293-99.6% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | - |