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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $50,743 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $33,324 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $23,100 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $21,202 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $13,790 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $11,442 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 11.33% | 9.93%+1.4pp | -2.84%+14.2pp | 9.29%+2.0pp |
| Employer contribution / active EE | $19,862 | $11,565+71.7% | $33,329-40.4% | $15,168+30.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |