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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Management | $747,539 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $379,798 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $351,600 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $341,835 |
AMERICAN REALTY ADVISORS4 years Service code 27 · EIN 95-4871432 | Advisory (Plan) | $246,939 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $236,616 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $229,947 |
REAMS ASSET MANAGEMENT5+ years Filed as: REAMS ASSET MGMT Service code 51 | Investment Mgmt Fees | $189,376 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 10 · EIN 81-4017137 | Accounting | $174,840 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MGMT CO. Service code 51 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $168,374 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -3.89% | 9.48%-13.4pp | 9.52%-13.4pp | 12.86%-16.8pp |
| Employer contribution / active EE | $14,287 | $12,808+11.5% | $41,951-65.9% | $13,687+4.4% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |