| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,574,135 |
GOLDMAN SACHS1+ years Filed as: LEVINE LEICHTMAN CAPITAL PARTNERS, Service code 28 · EIN 95-4475693 | Investment Management | $1,535,331 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,478,010 |
HORIZON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3776334 | Investment Management | $1,412,059 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,170,125 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC. Service code 28 · EIN 62-0951781 | Investment Management | $955,668 |
ZAZOVE ASSOCIATES LLC1+ years Filed as: ZAZOVE ASSOCIATES, LLC Service code 28 · EIN 36-3984373 | Investment Management | $920,808 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $859,469 |
GOLDMAN SACHS1+ years Filed as: HUNSTMAN GAY CAPITAL PARTNERS GP, L Service code 28 · EIN 98-0571295 | Investment Management | $853,236 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $687,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -0.91% | 3.03%-3.9pp | -0.81%-0.1pp | -0.08%-0.8pp |
| Employer contribution / active EE | $12,620 | $7,443+69.6% | $38,425-67.2% | $7,991+57.9% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |