Filed July 6, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $334,200 |
LUTHER KING CAPITAL MANAGEMENT9+ years Filed as: LUTHER KING Service code 28 · EIN 71-0163033 | Investment Management | $161,169 |
POLEN CAPITAL9+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $105,109 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD Service code 28 · EIN 93-0437848 | Investment Management | $44,282 |
BRANDES INVESTMENT PARTNERS9+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $36,081 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE VALUE EQUITY Service code 28 · EIN 47-1867873 | Investment Management | $36,038 |
BLACKROCK9+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 · EIN 13-3806694 | Investment Management | $35,809 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD - EM CORE EQUITY Service code 28 · EIN 05-0530199 | Investment Management | $35,356 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $30,437 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP INTERNATIONAL Service code 28 · EIN 95-4154357 | Investment Management | $29,628 |
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 10.13% | 5.54%+4.6pp | 8.92%+1.2pp | 8.76%+1.4pp |
| Employer contribution / active EE | $0 | $6,639-100.0% | $24,457-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |