| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $514,095 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER, SCOTT, & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $437,880 |
LSV ASSET MANAGEMENT9+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $406,522 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 28 · EIN 13-3200244 | Investment Management | $386,783 |
SOUTHERN SUN ASSET MANAGEMENT9+ years Service code 28 · EIN 27-2990431 | Investment Management | $348,720 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $344,505 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $319,998 |
ADAM DOWNS9+ years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $279,243 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $273,422 |
RICHARD J. WOLF & COMPANY9+ years Filed as: RICHARD MORESCHI Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $259,189 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 9.68% | 9.11%+0.6pp | 9.36%+0.3pp | 9.11%+0.6pp |
| Employer contribution / active EE | $31,415 | $12,231+156.8% | $31,270+0.5% | $12,231+156.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |