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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $581,162 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $556,727 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $492,485 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $376,431 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $324,396 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST SPECIAL OPPORTUNITIES FUND Service code 28 · EIN 90-0644478 | Investment Management | $318,582 |
RIVER ROAD ASSET MANAGEMENT1+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $234,724 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $224,738 |
RIVERBRIDGE PARTNERS1+ years Service code 28 · EIN 94-3267050 | Investment Management | $193,288 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $185,458 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 2.80% | 6.13%-3.3pp | 4.74%-1.9pp | 9.19%-6.4pp |
| Employer contribution / active EE | $14,921 | $10,206+46.2% | $36,089-58.7% | $12,608+18.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |