| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,580,633 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $972,231 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 51 · EIN 62-0951781 | Investment Mgmt Fees | $942,754 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $705,305 |
GOLDMAN SACHS1 year Filed as: CHARLESBANK CAPITAL PARTNERS LLC Service code 51 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $674,162 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY OF LONDON INVST MGMT CO LTD Service code 28 | Investment Management | $554,470 |
ARTISAN PARTNERS6+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $524,521 |
FISHER INVESTMENTS6+ years Service code 51 · EIN 20-2480800 | Investment Mgmt Fees | $481,734 |
ZAZOVE ASSOCIATES LLC4 years Service code 51 · EIN 36-3984373 | Investment Mgmt Fees | $480,208 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $455,331 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.94% | 17.85%-3.9pp | 9.52%+4.4pp | 13.80%+0.1pp |
| Employer contribution / active EE | $20,516 | $5,706+259.5% | $41,951-51.1% | $10,386+97.5% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |