| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,823,043 |
ZAZOVE ASSOCIATES LLC5 years Service code 51 · EIN 36-3984373 | Investment Mgmt Fees | $2,017,074 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,020,240 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 51 · EIN 62-0951781 | Investment Mgmt Fees | $1,012,833 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: CITY OF LONDON INVST MGMT CO LTD Service code 51 | Investment Mgmt Fees | $804,538 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $694,919 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $653,074 |
ARTISAN PARTNERS7+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $622,046 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $602,186 |
Filed as: JP MORGAN CHASE BANK Service code 51 270 PARK AVENUE · NEW YORK, NY 10072 | Investment Mgmt Fees | $537,790 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 16.11% | 9.17%+6.9pp | 8.95%+7.2pp | 13.51%+2.6pp |
| Employer contribution / active EE | $6,138 | $5,235+17.3% | $46,559-86.8% | $8,170-24.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |