| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,098,796 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 51 · EIN 62-0951781 | Investment Mgmt Fees | $1,202,847 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $1,001,362 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $898,567 |
Filed as: CITY OF LONDON INVST MGMT CO LTD Service code 28 | Investment Management | $666,250 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $638,171 |
ZAZOVE ASSOCIATES LLC3 years Service code 51 · EIN 36-3984373 | Investment Mgmt Fees | $559,026 |
ABRY PARTNERS IX LP1 year Service code 51 · EIN 98-1450551 | Investment Mgmt Fees | $501,667 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $500,111 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LP Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $496,684 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 13.22% | 18.43%-5.2pp | 14.64%-1.4pp | 24.48%-11.3pp |
| Employer contribution / active EE | $16,192 | $6,699+141.7% | $41,831-61.3% | $9,418+71.9% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |