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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE LARGE VALUE Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $100,626 |
GOODWIN CAPITAL ADVISORS1+ years Service code 28 · EIN 13-5155720 | Investment Management | $93,926 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $78,696 |
CBRE1+ years Service code 28 400 S HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $64,629 |
INVESCO1+ years Filed as: INVESCO AIM Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $58,603 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $54,028 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1482034 | Investment Management | $45,530 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $30,950 |
Filed as: KIDDER-LANE ACTUARIAL SERVICES LLC Service code 11 · EIN 45-4124285 | Actuarial | $25,581 |
UTZ AND LATTAN1+ years Service code 29 7285 WEST 132ND ST · OVERLAND PARK, KS 66213 | Legal | $22,687 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.75% | 5.13%-5.9pp | 4.74%-5.5pp | 7.18%-7.9pp |
| Employer contribution / active EE | $11,433 | $14,689-22.2% | $36,089-68.3% | $13,095-12.7% |
| Participant deferral / active EE | $1,223 | $59+1956.8% | $59+1985.7% | $385+217.9% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |