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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,746,930 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $1,282,029 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,141,212 |
Service code 28 · EIN 52-1200960 | Investment Management | $934,050 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $679,606 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $574,132 |
BLACKSTONE2 years Service code 28 · EIN 83-3025827 | Investment Management | $555,414 |
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $547,640 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $529,906 |
COLUMBIA5 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $499,839 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 24.12% | 13.51%+10.6pp | 11.08%+13.0pp | 13.51%+10.6pp |
| Employer contribution / active EE | $17,995 | $8,170+120.2% | $28,418-36.7% | $8,170+120.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |