| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $518,842 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $518,548 |
SOUTHERN SUN ASSET MANAGEMENT5+ years Service code 28 · EIN 27-2990431 | Investment Management | $517,339 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 28 · EIN 98-0465834 | Investment Management | $406,457 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $331,466 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $301,687 |
THE LAW OFFICES OF JAMES S. RAY5+ years Service code 29 · EIN 13-4315411 | Legal | $287,515 |
FRANKLIN TEMPLETON3 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $268,532 |
FEDERATED5+ years Filed as: FEDERATED INVESTMENT COUNSELING Service code 28 · EIN 51-0136187 | Investment Management | $244,083 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $193,472 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.00% | 24.48%-6.5pp | 10.56%+7.4pp | 24.48%-6.5pp |
| Employer contribution / active EE | $4,487 | $9,418-52.4% | $30,199-85.1% | $9,418-52.4% |
| Participant deferral / active EE | $2 | $501-99.6% | $33-93.6% | $501-99.6% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |