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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 | Investment Management | $260,834 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3361201 | Investment Management | $246,281 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $234,321 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $224,548 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $181,123 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $133,516 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $123,058 |
SACHS WALDMAN PROFESSIONAL CORP.2+ years Service code 29 · EIN 38-1905521 | Legal | $117,912 |
Filed as: AMI ASSET MANAGEMENT CORPORATION Service code 28 · EIN 95-4446454 | Investment Management | $97,632 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $97,494 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 8.21% | 12.33%-4.1pp | 8.32%-0.1pp | 17.84%-9.6pp |
| Employer contribution / active EE | $22,144 | $11,641+90.2% | $30,793-28.1% | $14,688+50.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |