| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $834,738 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $436,975 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $426,719 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Service code 28 · EIN 27-2990431 | Investment Management | $403,284 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $348,545 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $344,648 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $262,733 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $256,700 |
THE LAW OFFICES OF JAMES S. RAY1+ years Service code 29 · EIN 13-4315411 | Legal | $251,854 |
FEDERATED1+ years Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0136187 | Investment Management | $205,242 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | -0.89% | -0.08%-0.8pp | -1.61%+0.7pp | -0.08%-0.8pp |
| Employer contribution / active EE | $3,179 | $7,991-60.2% | $30,840-89.7% | $7,991-60.2% |
| Participant deferral / active EE | $4 | $325-98.9% | $41-91.0% | $325-98.9% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |