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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $251,594 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MANAGEMENT INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $192,379 |
VICTORY1+ years Filed as: VICTORY CAPITAL Service code 28 · EIN 38-3212521 | Investment Management | $179,416 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $169,864 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $143,057 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 301 SOUTH COLLEGE STREET, STE. 2920 · CHARLOTTE, NC 28202 | Investment Management | $130,395 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $124,120 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $101,422 |
MARCO CONSULTING GROUP1+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $83,000 |
SEMO LAW GROUP1+ years Service code 29 · EIN 47-0959287 | Legal | $70,710 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -1.41% | 3.11%-4.5pp | -0.79%-0.6pp | 3.11%-4.5pp |
| Employer contribution / active EE | $1,841 | $9,361-80.3% | $28,419-93.5% | $9,361-80.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |