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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2 years Filed as: TS&W INTERNATIONAL LARGE CAP EQUITY Service code 51 C/O OMAMTC HOLDING CO. · BOSTON, MA 02116 | Investment Mgmt Fees | $34,747 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON Service code 51 1401 MCKINNEY · HOUSTON, TX 77010 | Investment Mgmt Fees | $17,782 |
Filed as: WESTERN ASSET US CORE PLUS LLC Service code 51 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Mgmt Fees | $12,669 |
KENNEDY CAPITAL MANAGEMENT2 years Service code 51 10829 OLIVE BOULEVARD · SAINT LOUIS, MO 63141 | Investment Mgmt Fees | $2,132 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,525 | $95,542-15.7% | $69,464+15.9% | $67,579+19.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 21.03% | 17.67%+3.4pp | 28.98%-7.9pp | 378.56%-357.5pp |
| Employer contribution / active EE | $8,548 | $2,989+186.0% | $2,779+207.6% | $2,148+298.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,536-100.0% | $3,539-100.0% |
| Admin fee / account holder | $92 | $90+2.4% | $3,840-97.6% | $142-35.4% |