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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Management | $980,190 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN REALTY ADVISORS, LLC Service code 27 · EIN 33-0123114 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Advisory (Plan) | $692,489 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 51 · EIN 01-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $445,796 |
LSV ASSET MANAGEMENT7+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $431,907 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $353,694 |
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 12200 N AMBASSADOR DRIVE, SUITE 400 · KANSAS CITY, MO 64163 | Direct Payment | $316,291 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 9403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $268,857 |
Filed as: WESTERN ASSET MGMT CO Service code 51 · EIN 95-2705767 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $231,433 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $230,072 |
SCOUT INVESTMENTS, INC.1 year Service code 51 · EIN 43-1925734 111 MONUMENT CIRCLE SUITE 402 · INDIANAPOLIS, IN 46204 | Investment Mgmt Fees | $220,801 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 2.21% | -7.95%+10.2pp | -5.85%+8.1pp | 23.41%-21.2pp |
| Employer contribution / active EE | $13,299 | $13,972-4.8% | $31,839-58.2% | $12,650+5.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |