Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 20-8764822 | Advisory (Plan) | $168,833 |
HARDING LOEVNER LP1 year Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $105,762 |
LEGG MASON2+ years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $99,698 |
WASATCH ADVISORS2+ years Service code 28 · EIN 87-0319391 | Investment Management | $86,962 |
HAMLIN CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 52-2344187 | Investment Management | $76,252 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $73,183 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $61,123 |
CONGRESS ASSET MANAGEMENT2+ years Filed as: CONGRESS ASSET MGMT CO. Service code 28 · EIN 04-2848965 | Investment Management | $53,926 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $46,343 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF MANAGEMENT, LLC Service code 27 · EIN 20-0461080 | Advisory (Plan) | $42,307 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.61% | -2.41%-14.2pp | -38.86%+22.3pp | 23.41%-40.0pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |