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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $230,215 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $114,441 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $108,667 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-2964020 | Investment Management | $72,396 |
LATEEF MANAGEMENT ASSOCIATES1+ years Filed as: LATEEF Service code 28 · EIN 94-6330378 | Investment Management | $51,760 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $50,739 |
SMITH GROUP1+ years Service code 28 · EIN 20-0424541 | Investment Management | $33,912 |
CALLAN ASSOCIATES1+ years Filed as: NWQ INVESTMENT MGMT CO Service code 28 · EIN 47-0875103 | Investment Management | $26,366 |
HGK1+ years Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $26,276 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX Service code 28 | Investment Management | $24,329 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.70% | 3.63%-5.3pp | 4.16%-5.9pp | 9.19%-10.9pp |
| Employer contribution / active EE | $3,049 | $11,363-73.2% | $29,966-89.8% | $12,608-75.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |