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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2 years Filed as: INVESCO INTERNATIONAL Service code 28 · EIN 58-1707262 | Investment Management | $824,350 |
FRONTIER CAPITAL MANAGEMENT5 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $601,089 |
AVIVA INVESTORS AMERICAS LLC2 years Filed as: AVIVA INVESTORS AMERICAS Service code 28 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $556,722 |
Service code 28 · EIN 13-3200244 | Investment Management | $556,518 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $325,143 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $285,352 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $245,886 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $195,961 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $169,950 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $169,529 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 19.50% | 14.11%+5.4pp | 14.84%+4.7pp | 15.63%+3.9pp |
| Employer contribution / active EE | $32,055 | $13,673+134.4% | $37,950-15.5% | $11,476+179.3% |
| Participant deferral / active EE | $1 | $10% | $127-99.1% | $1,127-99.9% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |