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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,208,383 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $756,650 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $656,996 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $471,769 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $466,620 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $455,284 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT CO LLC Service code 28 · EIN 47-0875103 | Investment Management | $351,456 |
GLOBAL TRUST COMPANY2+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $336,484 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $313,152 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $292,172 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 10.57% | 1057.21%-1046.6pp | 8.32%+2.2pp | 1057.21%-1046.6pp |
| Employer contribution / active EE | $18,478 | $14,374+28.5% | $30,793-40.0% | $14,374+28.5% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |