| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $505,416 |
WALTER SCOTT & PARTNERS LIMITED8+ years Service code 28 · EIN 98-0465834 | Investment Management | $441,419 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $414,875 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $355,294 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $355,006 |
FRANKLIN TEMPLETON6 years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $315,504 |
SOUTHERN SUN ASSET MANAGEMENT8+ years Service code 28 · EIN 27-2990431 | Investment Management | $313,625 |
THE LAW OFFICES OF JAMES S. RAY8+ years Service code 29 · EIN 13-4315411 | Legal | $220,933 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $209,213 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $203,247 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.52% | -5.36%-4.2pp | -5.85%-3.7pp | 7.68%-17.2pp |
| Employer contribution / active EE | $4,436 | $12,163-63.5% | $31,839-86.1% | $9,142-51.5% |
| Participant deferral / active EE | $2 | $1+99.3% | $2-33.7% | $462-99.7% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |