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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3 years Filed as: INVESCO INTERNATIONAL Service code 28 · EIN 58-1707262 | Investment Management | $1,077,954 |
Service code 28 · EIN 13-3200244 | Investment Management | $752,481 |
FRONTIER CAPITAL MANAGEMENT6 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $681,124 |
AVIVA INVESTORS AMERICAS LLC3 years Filed as: AVIVA INVESTORS AMERICAS Service code 28 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $630,849 |
GCM GROSVENOR1 year Filed as: GROSVENOR Service code 28 · EIN 36-4336976 | Investment Management | $407,934 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $368,436 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $323,346 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $278,626 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $222,053 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 50 · EIN 51-0412248 | Direct Payment | $192,579 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -10.24% | -13.54%+3.3pp | 22.50%-32.7pp | 23.41%-33.7pp |
| Employer contribution / active EE | $32,973 | $14,842+122.2% | $33,849-2.6% | $12,650+160.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-99.7% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |