| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: JANUS CAPITAL MANAGEMENT INC Service code 28 · EIN 75-3019302 | Investment Management | $498,180 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $494,200 |
WALTER SCOTT & PARTNERS LIMITED9+ years Service code 28 · EIN 98-0465834 | Investment Management | $417,732 |
LSV ASSET MANAGEMENT9+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $392,774 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $335,477 |
SOUTHERN SUN ASSET MANAGEMENT9+ years Service code 28 · EIN 27-2990431 | Investment Management | $327,224 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $211,429 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $208,343 |
THE LAW OFFICES OF JAMES S. RAY9+ years Service code 29 · EIN 13-4315411 | Legal | $188,470 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $181,089 |
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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 7.56% | 7.10%+0.5pp | 20.18%-12.6pp | 13.18%-5.6pp |
| Employer contribution / active EE | $4,671 | $12,760-63.4% | $29,108-84.0% | $8,469-44.8% |
| Participant deferral / active EE | $1 | $1+100.0% | $6-78.5% | $322-99.6% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |