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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $309,108 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $276,998 |
ACADIAN ASSET MANAGEMENT LLC7+ years Service code 28 · EIN 04-2929221 | Investment Management | $232,448 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN INVESTMENT MGMT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $217,336 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $203,883 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $163,643 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $147,367 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $139,630 |
REID & RIEGE, P.C.7+ years Service code 29 · EIN 60-0867204 | Legal | $99,474 |
BLACKROCK4 years Filed as: BLACKROCK INST'L TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $91,387 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 11.93% | 19.37%-7.4pp | 11.08%+0.8pp | 15.63%-3.7pp |
| Employer contribution / active EE | $13,049 | $13,107-0.4% | $28,418-54.1% | $11,476+13.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |