Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 20-8764822 | Advisory (Plan) | $155,180 |
WASATCH ADVISORS3+ years Service code 28 · EIN 87-0319391 | Investment Management | $106,672 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $92,249 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON PPG, LLC Service code 28 · EIN 13-2670997 | Investment Management | $67,083 |
Filed as: HAMLIN CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2344187 | Investment Management | $58,615 |
CONGRESS ASSET MANAGEMENT3+ years Filed as: CONGRESS ASSET MGMT CO. Service code 28 · EIN 04-2848965 | Investment Management | $48,903 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $47,841 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES, & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $42,924 |
POLEN CAPITAL3+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $40,620 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF MANAGEMENT Service code 27 · EIN 20-0461080 | Advisory (Plan) | $37,717 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 12.46% | 9.71%+2.8pp | 32.33%-19.9pp | 9.11%+3.4pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |