| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $514,664 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $457,277 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $405,766 |
SOUTHERN SUN ASSET MANAGEMENT6+ years Service code 28 · EIN 27-2990431 | Investment Management | $384,182 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $327,662 |
FRANKLIN TEMPLETON4 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $277,776 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $271,603 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $244,701 |
THE BANK OF NEW YORK MELLON2 years Service code 50 · EIN 13-5160382 | Direct Payment | $243,498 |
ADAM DOWNS6+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $241,711 |
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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 7.10% | 12.86%-5.8pp | 7.87%-0.8pp | 12.86%-5.8pp |
| Employer contribution / active EE | $24,479 | $13,687+78.9% | $31,784-23.0% | $13,687+78.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |