| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,733,708 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $1,659,081 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY OF LONDON INVEST MGMT CO LTD Service code 28 | Investment Management | $1,134,501 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $1,003,267 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LP Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $798,944 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INV ADV LLC Service code 28 1290 AVE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $795,667 |
Filed as: SANDS CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-2830751 | Investment Management | $595,252 |
ZAZOVE ASSOCIATES LLC2 years Service code 28 · EIN 36-3984373 | Investment Management | $548,471 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $465,562 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVEST MGMT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $456,597 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.41% | -4.58%+4.2pp | -2.18%+1.8pp | -1.95%+1.5pp |
| Employer contribution / active EE | $18,346 | $6,699+173.8% | $38,751-52.7% | $9,243+98.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |