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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE3 years Service code 28 · EIN 83-3025827 | Investment Management | $2,633,198 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $1,956,714 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,194,993 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $1,139,948 |
Service code 28 · EIN 52-1200960 | Investment Management | $1,063,425 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $769,781 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $706,390 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $704,239 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $682,451 |
COLUMBIA6 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $639,498 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.36% | -5.36%-4.0pp | -5.85%-3.5pp | 7.68%-17.0pp |
| Employer contribution / active EE | $18,401 | $12,163+51.3% | $31,839-42.2% | $9,142+101.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |