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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $1,433,176 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $932,023 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $716,000 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $710,140 |
HARDING LOEVNER LP8+ years Service code 28 · EIN 27-0684167 | Investment Management | $609,991 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF SBOF V Service code 28 · EIN 85-0628690 | Investment Management | $551,985 |
GCM GROSVENOR4 years Filed as: GROSVENOR LABOR IMPACT FEEDER FUND Service code 28 · EIN 30-1013018 | Investment Management | $515,306 |
ENTRUST PERMAL PARTNERS LP4 years Service code 28 · EIN 13-4021839 | Investment Management | $515,021 |
EARNEST PARTNERS, LLC8+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $494,332 |
RIVER ROAD ASSET MANAGEMENT8+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $469,016 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 4.12% | 33.11%-29.0pp | 20.18%-16.1pp | 33.11%-29.0pp |
| Employer contribution / active EE | $18,362 | $9,000+104.0% | $29,108-36.9% | $9,000+104.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |