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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3+ years Filed as: INVESCO INSTITUTIONAL NA Service code 28 · EIN 58-1707262 | Investment Management | $978,560 |
WESTWOOD TRUST2 years Filed as: WESTWOOD HOLDINGS GROUP Service code 28 · EIN 13-3160186 | Investment Management | $565,996 |
Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $434,667 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $401,026 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $318,485 |
Filed as: JP MORGAN CHASE BANK, NATIONAL ASSO Service code 24 · EIN 13-4994650 | Discretionary Trustee | $291,051 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $287,802 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $274,537 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $162,244 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $138,832 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 16.12% | 16.52%-0.4pp | 14.20%+1.9pp | 17.84%-1.7pp |
| Employer contribution / active EE | $27,105 | $13,798+96.4% | $27,968-3.1% | $14,688+84.5% |
| Participant deferral / active EE | $43 | $430% | $576-92.6% | $770-94.4% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |