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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH5+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,164,977 |
WINSLOW CAPITAL MANAGEMENT5+ years Service code 28 · EIN 90-0860898 | Investment Management | $1,071,737 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $848,261 |
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $800,335 |
HARDING LOEVNER LP5+ years Service code 28 · EIN 27-0684167 | Investment Management | $672,682 |
Filed as: MESIROW FIANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $449,004 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $395,484 |
GREAT LAKES ADVISORS, LLC5+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $384,767 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 | Pension Consulting | $312,500 |
NUVEEN5+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $278,084 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 8.66% | 5230.06%-5221.4pp | 10.57%-1.9pp | 5230.06%-5221.4pp |
| Employer contribution / active EE | $22,494 | $10,491+114.4% | $29,483-23.7% | $10,491+114.4% |
| Participant deferral / active EE | $0 | $460-99.9% | $150-99.7% | $460-99.9% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |