Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS5 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $322,182 |
LUTHER KING CAPITAL MANAGEMENT10+ years Filed as: LUTHER KING Service code 28 · EIN 71-0163033 | Investment Management | $224,054 |
POLEN CAPITAL10+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $168,068 |
BRANDES INVESTMENT PARTNERS10+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $82,541 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD Service code 28 · EIN 93-0437848 | Investment Management | $69,652 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD - EM CORE EQUITY Service code 28 · EIN 05-0530199 | Investment Management | $58,206 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE VALUE EQUITY Service code 28 · EIN 47-1867873 | Investment Management | $48,611 |
Filed as: CLEAR BRIDGE Service code 28 · EIN 01-0846058 | Investment Management | $45,717 |
RIDGEWORTH6 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $32,543 |
BLACKROCK10+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 · EIN 13-3806694 | Investment Management | $30,277 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 8.81% | 10.20%-1.4pp | 3.16%+5.6pp | 10.20%-1.4pp |
| Employer contribution / active EE | $0 | $15,145-100.0% | $21,438-100.0% | $15,145-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |