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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,149,493 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $1,112,148 |
SYSTEMATIC FINANCIAL MANAGEMENT7+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $1,027,647 |
WINSLOW CAPITAL MANAGEMENT7+ years Service code 28 · EIN 90-0860898 | Investment Management | $985,589 |
HARDING LOEVNER LP7+ years Service code 28 · EIN 27-0684167 | Investment Management | $963,339 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $752,425 |
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $724,036 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $660,867 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT ADVISERS Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $655,265 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $576,439 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.14% | -14.80%+23.9pp | 22.50%-13.4pp | -14.80%+23.9pp |
| Employer contribution / active EE | $25,231 | $8,996+180.5% | $33,849-25.5% | $8,996+180.5% |
| Participant deferral / active EE | $7 | $455-98.4% | $101-92.7% | $455-98.4% |
| Admin fee / account holder | $0 | $0 | - | - |