| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $551,560 |
SOUTHERN SUN ASSET MANAGEMENT5+ years Service code 28 · EIN 27-2990431 | Investment Management | $547,333 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $420,688 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $413,492 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $365,121 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $344,582 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $312,541 |
FRANKLIN TEMPLETON3 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $282,113 |
FEDERATED5+ years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 51-0316187 | Investment Management | $252,172 |
ADAM DOWNS5+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $235,630 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 19.46% | 21.83%-2.4pp | 12.93%+6.5pp | 21.83%-2.4pp |
| Employer contribution / active EE | $24,704 | $12,237+101.9% | $35,210-29.8% | $12,237+101.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |