| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABERDEEN STANDARD INVESTMENTS INC Service code 28 · EIN 51-0368279 | Investment Management | $597,509 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $439,107 |
Service code 28 · EIN 76-6192146 | Investment Management | $409,375 |
Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $381,905 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $370,859 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $332,693 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $330,802 |
DRA ADVISORS LLC1 year Filed as: DRA ADVISERS LLC Service code 28 · EIN 33-1032314 | Investment Management | $319,150 |
FRANKLIN PARK1 year Filed as: FRANKLIN PARK ASSOCIATES, LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $272,747 |
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.22% | -1.92%-1.3pp | -2.18%-1.0pp | 73.13%-76.4pp |
| Employer contribution / active EE | $13,328 | $10,821+23.2% | $38,751-65.6% | $8,421+58.3% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |