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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1 year Filed as: INVESCO INTERNATIONAL Service code 28 · EIN 58-1707262 | Investment Management | $1,015,253 |
Filed as: AVIVA INVESTORS AMERICAS Service code 28 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $515,183 |
FRONTIER CAPITAL MANAGEMENT4 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $508,157 |
Service code 28 · EIN 13-3200244 | Investment Management | $413,978 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, NATIONAL ASSO Service code 28 · EIN 13-4994650 | Investment Management | $366,508 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $332,356 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $312,051 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $260,450 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $157,906 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $137,984 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 14.14% | 10.88%+3.3pp | 10.57%+3.6pp | 12.86%+1.3pp |
| Employer contribution / active EE | $40,386 | $18,143+122.6% | $29,483+37.0% | $13,687+195.1% |
| Participant deferral / active EE | $4 | $40% | $150-97.1% | $833-99.5% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |