| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVEST MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,672,349 |
ZAZOVE ASSOCIATES LLC1 year Service code 28 · EIN 36-3984373 | Investment Management | $1,150,952 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,111,338 |
Filed as: CITY OF LONDON INVEST MGMT CO LTD Service code 28 | Investment Management | $1,056,087 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LTD PTNRSHIP Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $961,847 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $847,716 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INV ADV LLC Service code 28 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $781,667 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $737,920 |
LONGVIEW PARTNERS1 year Filed as: LONGVIEW PARTNERS GUERNSEY LTD Service code 28 · EIN 98-0364114 | Investment Management | $647,053 |
DESERET TRUST COMPANY2 years Service code 19 · EIN 87-0291656 | Securities Custodian | $507,144 |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 12.12% | 13.90%-1.8pp | 10.36%+1.8pp | 1057.21%-1045.1pp |
| Employer contribution / active EE | $19,234 | $9,853+95.2% | $37,738-49.0% | $14,374+33.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |