| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $591,941 |
WALTER SCOTT & PARTNERS LIMITED10+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $451,187 |
GLOBEFLEX INTERNATIONAL1 year Service code 28 · EIN 20-5826373 | Investment Management | $387,931 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $384,978 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $384,934 |
STATE STREET GLOBAL ADVISORS10+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $354,258 |
SOUTHERN SUN ASSET MANAGEMENT10+ years Service code 28 · EIN 27-2990431 | Investment Management | $338,911 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $332,997 |
EMPLOYEE11 year Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $290,423 |
EMPLOYEE21 year Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $269,567 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 6.59% | 9.30%-2.7pp | 8.34%-1.7pp | 9.30%-2.7pp |
| Employer contribution / active EE | $32,569 | $12,551+159.5% | $30,790+5.8% | $12,551+159.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |