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| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST SPECIAL OPPORTUNITIES FUND Service code 28 · EIN 90-0644478 | Investment Management | $879,602 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $650,018 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $636,176 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $509,788 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $432,405 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $338,503 |
RIVER ROAD ASSET MANAGEMENT2+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $287,480 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 04-3404987 | Investment Management | $276,638 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $274,828 |
RIVERBRIDGE PARTNERS2+ years Service code 28 · EIN 94-3267050 | Investment Management | $234,823 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.77% | 12.92%-3.2pp | 10.36%-0.6pp | 17.84%-8.1pp |
| Employer contribution / active EE | $17,469 | $14,070+24.2% | $37,738-53.7% | $14,688+18.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |