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| Provider | Service type | Compensation |
|---|---|---|
INVESCO5 years Filed as: INVESCO INTERNATIONAL Service code 28 · EIN 58-1707262 | Investment Management | $1,143,318 |
STEPTOE & JOHNSON LLP10+ years Service code 50 | Direct Payment | $921,142 |
FRONTIER CAPITAL MANAGEMENT8 years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 20-3742853 | Investment Management | $769,229 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $689,085 |
Service code 28 · EIN 13-3200244 | Investment Management | $577,605 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $381,495 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 50 · EIN 26-1370698 | Direct Payment | $251,576 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $203,520 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-2614959 | Securities Custodian | $193,775 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 29 · EIN 51-0412248 | Legal | $187,782 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 5.38% | 9.32%-3.9pp | 10.53%-5.1pp | 9.30%-3.9pp |
| Employer contribution / active EE | $34,678 | $14,511+139.0% | $26,797+29.4% | $12,551+176.3% |
| Participant deferral / active EE | $3 | $1,678-99.8% | $122-97.9% | $2,867-99.9% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |