Filed July 6, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT6+ years Filed as: LUTHER KING Service code 28 · EIN 71-0163033 | Investment Management | $347,728 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $313,433 |
POLEN CAPITAL6+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $105,641 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $91,890 |
Filed as: ARISTOTLE VALUE EQUITY Service code 28 · EIN 47-1867873 | Investment Management | $75,909 |
BLACKROCK6+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 · EIN 13-3806694 | Investment Management | $69,128 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD Service code 28 · EIN 93-0437848 | Investment Management | $67,947 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD - EM CORE EQUITY Service code 28 · EIN 05-0530199 | Investment Management | $67,578 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $62,244 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684160 | Investment Management | $46,721 |
Employer contribution per participant 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.
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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 20.58% | 8.50%+12.1pp | 11.38%+9.2pp | 13.24%+7.3pp |
| Employer contribution / active EE | $0 | $9,057-100.0% | $18,467-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |