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| Provider | Service type | Compensation |
|---|---|---|
INVESCO4+ years Filed as: INVESCO INSTITUTIONAL NA Service code 28 · EIN 58-1707262 | Investment Management | $1,119,930 |
WESTWOOD TRUST3 years Filed as: WESTWOOD HOLDINGS GROUP Service code 28 · EIN 13-3160186 | Investment Management | $619,419 |
FRONTIER CAPITAL MANAGEMENT2 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $502,550 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $449,615 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, NATIONAL ASSO Service code 24 · EIN 13-4994650 | Discretionary Trustee | $415,461 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $360,537 |
STEPTOE & JOHNSON LLP4+ years Service code 29 · EIN 52-1349790 | Legal | $332,127 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $320,088 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $251,307 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $145,699 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -6.62% | -1.31%-5.3pp | -0.70%-5.9pp | 33.37%-40.0pp |
| Employer contribution / active EE | $28,207 | $12,967+117.5% | $28,903-2.4% | $11,253+150.7% |
| Participant deferral / active EE | $1 | $10% | $148-99.5% | $819-99.9% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |