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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INV ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $1,253,519 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $1,160,812 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,116,999 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $886,651 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $776,861 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $553,025 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $521,725 |
GAMCO ASSET MANAGEMENT10+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $466,347 |
COLUMBIA9 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $463,206 |
SCOUT INVESTMENTS, INC.2 years Filed as: SCOUT INVESTMENTS INC. Service code 28 · EIN 43-1925734 | Investment Management | $400,974 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.90% | 9.65%-0.7pp | 8.99%-0.1pp | 9.65%-0.7pp |
| Employer contribution / active EE | $20,586 | $11,651+76.7% | $25,171-18.2% | $11,651+76.7% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $1-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |