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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $388,181 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310844 | Securities Custodian | $279,496 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $266,718 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SALYES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $200,552 |
AMERICAN REALTY ADVISORS1+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $191,809 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 58-2236910 | Investment Management | $191,633 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 | Investment Management | $166,777 |
Service code 28 865 SOUTH FIGURROA STREET · LOS ANGELES, CA 90017 | Investment Management | $136,968 |
ALLIANZ GLOBAL INVESTORS1+ years Service code 28 1633 BROADWAY 14TH FLOOR · NEW YORK, NY 10009 | Investment Management | $98,008 |
THE LONDON COMPANY1+ years Service code 28 1801 BAYBERRY COURTE, 201 · RICHMOND, VA 23226 | Investment Management | $94,793 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.11% | 1.36%-1.2pp | -1.61%+1.7pp | 1.67%-1.6pp |
| Employer contribution / active EE | $11,079 | $10,832+2.3% | $30,840-64.1% | $10,506+5.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |