Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WASATCH ADVISORS1+ years Service code 28 · EIN 87-0319391 | Investment Management | $183,735 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 20-8764822 | Advisory (Plan) | $169,446 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $128,841 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 · EIN 90-0860898 | Investment Management | $107,244 |
LEGG MASON1+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $95,866 |
POLEN CAPITAL1+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $80,690 |
CONGRESS ASSET MANAGEMENT1+ years Filed as: CONGRESS ASSET MGMT CO. Service code 28 · EIN 04-2848965 | Investment Management | $76,533 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF MANAGEMENT, LLC Service code 27 · EIN 20-0461080 | Advisory (Plan) | $70,142 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 52-2344187 | Investment Management | $56,187 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $45,173 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 11.86% | 35.98%-24.1pp | 10.75%+1.1pp | 15.63%-3.8pp |
| Employer contribution / active EE | $708 | $8,396-91.6% | $35,170-98.0% | $11,476-93.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |