| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $503,449 |
SOUTHERN SUN ASSET MANAGEMENT7+ years Service code 28 · EIN 27-2990431 | Investment Management | $479,287 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $455,011 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $406,565 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $398,332 |
FRANKLIN TEMPLETON5 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $351,621 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $311,857 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $269,280 |
ADAM DOWNS7+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $255,638 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $246,547 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 11.13% | 15.63%-4.5pp | 11.31%-0.2pp | 15.63%-4.5pp |
| Employer contribution / active EE | $25,973 | $11,476+126.3% | $35,729-27.3% | $11,476+126.3% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |