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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC1+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $51,456 |
LOCUST WOOD1+ years Filed as: LOCUST WOOD CAPITAL ADVISERS Service code 26 · EIN 02-0608893 | Advisory (Participants) | $28,689 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $27,043 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 51 · EIN 04-3518205 | Investment Mgmt Fees | $26,188 |
THE LONDON COMPANY1+ years Filed as: LONDON COMPANY INVESTMENT COUNSEL Service code 51 · EIN 90-0824693 | Investment Mgmt Fees | $23,742 |
ARTIS CAPITAL MANAGEMENT, L.P.1+ years Service code 28 · EIN 54-3405314 | Investment Management | $19,537 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 51 · EIN 95-4486379 | Investment Mgmt Fees | $4,999 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,450 | $33,745+135.4% | $64,105+23.9% | $55,191+44.0% |
| Participation rate | 92.9% | 59.4%+33.5pp | 68.2%+24.7pp | 69.2%+23.7pp |
| Annual return | -0.06% | 4.95%-5.0pp | 791.24%-791.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,966 | $641+206.8% | $1,820+8.0% | $1,899+3.6% |
| Participant deferral / active EE | $2,050 | $1,929+6.2% | $2,822-27.4% | $3,046-32.7% |
| Admin fee / account holder | $134 | $94+42.2% | $4,499-97.0% | $91+47.8% |