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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $287,472 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $235,745 |
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $205,667 |
COLUMBIA9+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $165,175 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $148,720 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $127,160 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $119,898 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $107,178 |
REID & RIEGE, P.C.9+ years Service code 29 · EIN 06-0867204 | Legal | $99,398 |
BLACKROCK6 years Filed as: BLACKROCK INST'L TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $83,756 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.52% | 7.95%+2.6pp | 20.18%-9.7pp | 9.11%+1.4pp |
| Employer contribution / active EE | $13,957 | $14,684-5.0% | $29,108-52.1% | $12,231+14.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |