| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $725,347 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $536,355 |
SOUTHERN SUN ASSET MANAGEMENT4+ years Service code 28 · EIN 27-2990431 | Investment Management | $512,521 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 28 · EIN 98-0465834 | Investment Management | $385,613 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $329,499 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $277,648 |
FRANKLIN TEMPLETON2 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $272,858 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $260,351 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 | Actuarial | $251,447 |
FEDERATED4+ years Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0136187 | Investment Management | $230,809 |
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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.03% | -1.95%-3.1pp | -752.26%+747.2pp | -1.95%-3.1pp |
| Employer contribution / active EE | $3,907 | $9,243-57.7% | $31,802-87.7% | $9,243-57.7% |
| Participant deferral / active EE | $2 | $425-99.4% | $47-94.8% | $425-99.4% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |