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| Provider | Service type | Compensation |
|---|---|---|
INVESCO4 years Filed as: INVESCO INTERNATIONAL Service code 28 · EIN 58-1707262 | Investment Management | $806,552 |
FRONTIER CAPITAL MANAGEMENT7 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $617,454 |
Service code 28 · EIN 13-3200244 | Investment Management | $512,073 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $512,073 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST Service code 50 · EIN 04-2755549 | Direct Payment | $374,745 |
INVESCO1 year Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 | Investment Management | $219,972 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $200,941 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 50 · EIN 26-1370698 | Direct Payment | $152,589 |
STEPTOE & JOHNSON LLP9+ years Service code 29 | Legal | $147,572 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $145,275 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.90% | 10.13%+0.8pp | 78.62%-67.7pp | 9.11%+1.8pp |
| Employer contribution / active EE | $33,572 | $13,162+155.1% | $31,646+6.1% | $12,231+174.5% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-99.5% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |