Filed July 6, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $380,773 |
LUTHER KING CAPITAL MANAGEMENT8+ years Filed as: LUTHER KING Service code 28 · EIN 71-0163033 | Investment Management | $280,830 |
POLEN CAPITAL8+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-2984374 | Investment Management | $70,789 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE VALUE EQUITY Service code 28 · EIN 47-1867873 | Investment Management | $56,464 |
BLACKROCK8+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 · EIN 13-3806694 | Investment Management | $55,485 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD Service code 28 · EIN 93-0437848 | Investment Management | $51,196 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $45,294 |
BRANDES INVESTMENT PARTNERS8+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $38,986 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD - EM CORE EQUITY Service code 28 · EIN 05-0530199 | Investment Management | $37,017 |
HARDING LOEVNER LP8+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684160 | Investment Management | $36,748 |
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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 5.16% | 8.08%-2.9pp | 9.51%-4.3pp | 37.77%-32.6pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |