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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE LARGE VALUE Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $108,759 |
GOODWIN CAPITAL ADVISORS2+ years Service code 28 · EIN 13-5155720 | Investment Management | $92,323 |
INVESCO2+ years Filed as: INVESCO AIM Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $89,885 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $69,323 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1482034 | Investment Management | $57,440 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $43,524 |
CBRE2+ years Service code 28 400 S HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $35,568 |
UTZ AND LATTAN2+ years Service code 29 7285 WEST 132ND ST · OVERLAND PARK, KS 66213 | Legal | $32,122 |
Filed as: KIDDER-LANE ACTUARIAL SERVICES LLC Service code 11 · EIN 45-4124285 | Actuarial | $22,726 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $15,950 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 7.67% | 13.03%-5.4pp | 10.36%-2.7pp | 23.90%-16.2pp |
| Employer contribution / active EE | $12,300 | $15,779-22.0% | $37,738-67.4% | $16,539-25.6% |
| Participant deferral / active EE | $1,227 | $72+1592.6% | $137+796.9% | $350+250.1% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |