| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN INVEST MGMT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,471,679 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $1,110,211 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 51 · EIN 62-0951781 | Investment Mgmt Fees | $548,880 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: CITY OF LONDON INVST MGMT CO LTD Service code 51 | Investment Mgmt Fees | $515,834 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $514,620 |
ARTISAN PARTNERS8+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $505,801 |
NUANCE INVESTMENTS3 years Filed as: NUANCE INVESTMENTS LLC Service code 51 · EIN 26-3649176 | Investment Mgmt Fees | $497,319 |
Filed as: VOYA INVESTMENT LLC Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $490,231 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $455,541 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $445,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.37% | -15.08%+3.7pp | -3.21%-8.2pp | 7.68%-19.0pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |