Filed July 6, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT4+ years Filed as: LUTHER KING Service code 28 · EIN 71-0163033 | Investment Management | $251,637 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $173,815 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD - EM CORE EQUITY Service code 28 · EIN 05-0530199 | Investment Management | $102,705 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684160 | Investment Management | $98,146 |
Filed as: THORNBURG INVESTMENT MANAGEMENT Service code 28 · EIN 85-3031299 | Investment Management | $97,139 |
C.S. MCKEE, L.P.4+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $86,594 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $80,213 |
POLEN CAPITAL4+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $75,810 |
BLACKROCK4+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 · EIN 13-3806694 | Investment Management | $55,634 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD Service code 28 · EIN 93-0437848 | Investment Management | $50,241 |
Annual investment return 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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 2.00% | 21.31%-19.3pp | -100.31%+102.3pp | 53.27%-51.3pp |
| Employer contribution / active EE | $11,076 | $7,169+54.5% | $18,686-40.7% | $14,774-25.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |