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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Filed as: INVESCO INSTITUTIONAL NA Service code 28 · EIN 58-1707262 | Investment Management | $993,368 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $422,007 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $277,867 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $243,134 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 | Discretionary Trustee | $235,006 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS, LLC INVESTMENT M Service code 28 · EIN 52-1940739 | Investment Management | $142,009 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $122,984 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $115,367 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $113,519 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2046110 | Advisory (Plan) | $95,000 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.66% | 6.68%0pp | 4.72%+1.9pp | 9.19%-2.5pp |
| Employer contribution / active EE | $26,813 | $25,873+3.6% | $30,821-13.0% | $12,608+112.7% |
| Participant deferral / active EE | $50 | $500% | $113-56.1% | $1,615-96.9% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |