| Provider | Service type | Compensation |
|---|---|---|
SCOUT INVESTMENTS, INC.1+ years Service code 28 · EIN 43-1925734 | Investment Management | $795,983 |
ARBOR CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-1861772 | Investment Management | $668,271 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $629,065 |
NEUMEIER POMA INV. COUNSEL1+ years Filed as: NEUMEIER INV. COUNSEL Service code 28 · EIN 77-0217352 | Investment Management | $520,927 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $482,521 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $480,660 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT LLC Service code 28 · EIN 04-3404987 | Investment Management | $465,270 |
INVESCO1+ years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $436,413 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $432,917 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $429,666 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | -0.78% | 7.44%-8.2pp | 4.74%-5.5pp | 5.86%-6.6pp |
| Employer contribution / active EE | $15,580 | $12,240+27.3% | $36,089-56.8% | $10,137+53.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |