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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON INV ADVISER INC. Service code 28 · EIN 13-5673135 | Investment Management | $1,982,438 |
Filed as: BLUE OWL GPSC ADVISORS LLC Service code 28 · EIN 27-2301101 | Investment Management | $1,414,177 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $1,228,271 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,042,571 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $821,237 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $677,586 |
COLUMBIA8 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $648,689 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $589,431 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $570,350 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $472,383 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.51% | 10.11%-1.6pp | 8.10%+0.4pp | 8.85%-0.3pp |
| Employer contribution / active EE | $19,478 | $12,795+52.2% | $28,649-32.0% | $8,529+128.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |