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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 20 ALLEN AVE STE 300 · ST. LOUIS, MO 63119 | Investment Management | $185,516,148,660 |
POLEN CAPITAL7+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $277,651 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-0169148 30 ROCKEFELLER PALZA · NEW YORK, NY 10112 | Investment Management | $201,955 |
FIERA CAPITAL5 years Service code 28 · EIN 13-2726734 375 PARK AVE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $191,332 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $167,314 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 1800 AVE OF THE STARS 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $148,660 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INTERNATIONAL Service code 28 · EIN 20-5991122 620 EIGHTH AVE · NEW YORK, NY 10015 | Investment Management | $127,769 |
Service code 14 · EIN 65-0498809 2010 NW 150 AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $121,619 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J P MORGAN ASST MANAGEMENT Service code 28 · EIN 13-3200244 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $113,379 |
CONGRESS ASSET MANAGEMENT3 years Filed as: CONGRESS ASSET MANAGMENT Service code 28 · EIN 04-2848965 3 SEAPORT LANE 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $106,162 |
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Employer 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% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.29% | 19.37%-5.1pp | 11.08%+3.2pp | 15.63%-1.3pp |
| Employer contribution / active EE | $6,870 | $13,107-47.6% | $28,418-75.8% | $11,476-40.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |