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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $966,859 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $811,528 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $670,500 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $628,149 |
HARDING LOEVNER LP7+ years Service code 28 · EIN 27-0684167 | Investment Management | $613,491 |
ENTRUST PERMAL PARTNERS LP3 years Service code 28 | Investment Management | $565,456 |
EARNEST PARTNERS, LLC7+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $453,137 |
RIVER ROAD ASSET MANAGEMENT7+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $437,117 |
ROBECO INVESTMENT MANAGEMENT7+ years Service code 28 · EIN 04-3404987 | Investment Management | $434,967 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $369,125 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.65% | -14.80%+0.2pp | -5.85%-8.8pp | -14.80%+0.2pp |
| Employer contribution / active EE | $18,829 | $8,996+109.3% | $31,839-40.9% | $8,996+109.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |