| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $524,659 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $487,962 |
SOUTHERN SUN ASSET MANAGEMENT7+ years Service code 28 · EIN 27-2990431 | Investment Management | $458,335 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 28 · EIN 98-0465834 | Investment Management | $438,565 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $389,909 |
THE LAW OFFICES OF JAMES S. RAY7+ years Service code 29 · EIN 13-4315411 | Legal | $343,303 |
FRANKLIN TEMPLETON5 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $339,782 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $262,097 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $239,283 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $224,731 |
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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 10.77% | 13.51%-2.7pp | 11.08%-0.3pp | 13.51%-2.7pp |
| Employer contribution / active EE | $4,509 | $8,170-44.8% | $28,418-84.1% | $8,170-44.8% |
| Participant deferral / active EE | $2 | $488-99.7% | $86-98.2% | $488-99.7% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |