| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $555,531 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $491,414 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 28 · EIN 98-0465834 | Investment Management | $392,840 |
SOUTHERN SUN ASSET MANAGEMENT6+ years Service code 28 · EIN 27-2990431 | Investment Management | $364,185 |
THE LAW OFFICES OF JAMES S. RAY6+ years Service code 29 · EIN 13-4315411 | Legal | $331,478 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $321,435 |
FRANKLIN TEMPLETON4 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $267,408 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $264,598 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $244,517 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $239,852 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.06% | 13.80%-7.7pp | 8.01%-1.9pp | 13.80%-7.7pp |
| Employer contribution / active EE | $4,649 | $10,386-55.2% | $29,476-84.2% | $10,386-55.2% |
| Participant deferral / active EE | $2 | $448-99.6% | $735-99.8% | $448-99.6% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |