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| Provider | Service type | Compensation |
|---|---|---|
GOODWIN CAPITAL ADVISORS3+ years Service code 28 · EIN 13-5155720 | Investment Management | $85,667 |
UTZ AND LATTAN3+ years Service code 29 7285 WEST 132ND ST · OVERLAND PARK, KS 66213 | Legal | $81,295 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $59,586 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE LARGE VALUE Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $59,238 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1482034 | Investment Management | $47,389 |
Filed as: DIMEO, SCHNEIDER & ASSOCIATES Service code 27 500 WEST MADISON STREET, STE 1700 · CHICAGO, IL 606614593 | Advisory (Plan) | $35,274 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $25,286 |
Filed as: KIDDER-LANE ACTUARIAL SERVICES LLC Service code 11 · EIN 45-4124285 | Actuarial | $24,400 |
CBRE3+ years Service code 28 400 S HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $24,237 |
INVESCO3+ years Filed as: INVESCO AIM Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $23,807 |
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Participant contribution per participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.20% | -1.12%+8.3pp | -2.18%+9.4pp | 0.19%+7.0pp |
| Employer contribution / active EE | $12,356 | $12,052+2.5% | $38,751-68.1% | $13,763-10.2% |
| Participant deferral / active EE | $1,290 | $86+1406.1% | $151+753.8% | $804+60.5% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |