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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $288,097 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $239,835 |
ACADIAN ASSET MANAGEMENT LLC8+ years Service code 28 · EIN 04-2929221 | Investment Management | $200,003 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $190,405 |
COLUMBIA8+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $149,297 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $148,654 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $132,712 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $113,497 |
REID & RIEGE, P.C.8+ years Service code 29 · EIN 60-0867204 | Legal | $102,987 |
BLACKROCK5 years Filed as: BLACKROCK INST'L TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $78,419 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.52% | -7.95%-3.6pp | -5.85%-5.7pp | 23.41%-34.9pp |
| Employer contribution / active EE | $13,192 | $13,972-5.6% | $31,839-58.6% | $12,650+4.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |