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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $31,174 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $20,279 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $18,735 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $18,687 |
Service code 28 · EIN 04-2955404 | Investment Management | $14,923 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK NA Service code 51 · EIN 26-0356040 | Investment Mgmt Fees | $13,216 |
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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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 14.53% | 11.14%+3.4pp | 16.78%-2.2pp | 10.41%+4.1pp |
| Employer contribution / active EE | $9,189 | $14,043-34.6% | $26,328-65.1% | $14,691-37.5% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |