| Provider | Service type | Compensation |
|---|---|---|
PERMAL FIXED INCOME HOLDINGS LTD1+ years Filed as: PERMAL ASSET MANAGEMENT Service code 28 · EIN 41-2048502 | Investment Management | $4,968,480 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $2,947,540 |
ROCK CREEK GROUP1+ years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $2,737,413 |
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 | Investment Management | $1,842,087 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC Service code 28 · EIN 36-2831881 | Investment Management | $1,581,470 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT INC Service code 28 · EIN 62-1237220 | Investment Management | $1,551,286 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $1,548,957 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-3634295 | Investment Management | $1,404,728 |
THE LONDON COMPANY1+ years Filed as: LONDON COMPANY OF VIRGINIA Service code 28 · EIN 90-0824693 | Investment Management | $1,394,750 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $1,213,045 |
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 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -4.39% | -0.08%-4.3pp | -3.43%-1.0pp | -0.08%-4.3pp |
| Employer contribution / active EE | $3,797 | $7,991-52.5% | $25,607-85.2% | $7,991-52.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $77-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |