| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,766,545 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,637,627 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC. Service code 28 · EIN 62-0951781 | Investment Management | $1,364,004 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $1,318,744 |
GOLDMAN SACHS2+ years Filed as: LEVINE LEICHTMAN CAPITAL PARTNERS, Service code 28 · EIN 95-4475693 | Investment Management | $1,306,885 |
HORIZON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3776334 | Investment Management | $1,160,777 |
ZAZOVE ASSOCIATES LLC2+ years Filed as: ZAZOVE ASSOCIATES, LLC Service code 28 · EIN 36-3984373 | Investment Management | $869,102 |
PORTFOLIO ADVISORS1 year Service code 28 · EIN 06-1487853 | Investment Management | $548,120 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $509,706 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $469,971 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 7.98% | 7.64%+0.3pp | 4.74%+3.2pp | 10.64%-2.7pp |
| Employer contribution / active EE | $17,300 | $7,500+130.7% | $36,089-52.1% | $11,561+49.6% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |