| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $685,717 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $534,573 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2990431 | Investment Management | $500,215 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $422,859 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $350,138 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $277,939 |
FEDERATED3+ years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 51-0316187 | Investment Management | $236,531 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $218,876 |
RICHARD J. WOLF & COMPANY3+ years Filed as: RICHARD MORESCHI Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $217,360 |
ADAM DOWNS3+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $215,851 |
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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.75% | 13.46%+3.3pp | 9.39%+7.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $22,888 | $16,846+35.9% | $33,466-31.6% | $14,688+55.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |