| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED8+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $457,972 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $426,573 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $395,561 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $368,829 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $360,052 |
SOUTHERN SUN ASSET MANAGEMENT8+ years Service code 28 · EIN 27-2990431 | Investment Management | $331,622 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $327,305 |
FRANKLIN TEMPLETON6 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $326,736 |
ADAM DOWNS8+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $265,901 |
RICHARD J. WOLF & COMPANY8+ years Filed as: RICHARD MORESCHI Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $246,834 |
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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -11.53% | 23.41%-34.9pp | 0.46%-12.0pp | 23.41%-34.9pp |
| Employer contribution / active EE | $30,458 | $12,650+140.8% | $35,480-14.2% | $12,650+140.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |