| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $606,307 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $565,620 |
SOUTHERN SUN ASSET MANAGEMENT4+ years Service code 28 · EIN 27-2990431 | Investment Management | $540,321 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $417,490 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $340,251 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $288,339 |
FRANKLIN TEMPLETON2 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $284,989 |
FEDERATED4+ years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 51-0316187 | Investment Management | $239,911 |
ADAM DOWNS4+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $226,549 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $224,594 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -6.29% | -1.27%-5.0pp | -0.67%-5.6pp | 33.37%-39.7pp |
| Employer contribution / active EE | $23,892 | $12,021+98.8% | $31,731-24.7% | $11,253+112.3% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |