| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $870,206 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $524,952 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2990431 | Investment Management | $485,188 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 19 · EIN 98-0465834 | Securities Custodian | $444,567 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $360,263 |
SALTER & COMPANY, LLC3+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $329,023 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $270,972 |
FEDERATED3+ years Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0136187 | Investment Management | $238,469 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $195,901 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $193,781 |
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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 16.25% | 1057.21%-1041.0pp | 8.32%+7.9pp | 1057.21%-1041.0pp |
| Employer contribution / active EE | $4,011 | $14,374-72.1% | $30,793-87.0% | $14,374-72.1% |
| Participant deferral / active EE | $3 | $351-99.2% | $90-97.0% | $351-99.2% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |