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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $216,288 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Management | $66,034 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $62,719 |
DIANE FITZBERGER1+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $58,327 |
CITIZENS BANK1+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (other than securities); Cu... | $44,124 |
STACEY BRAUN ASSOCIATES, INC.1+ years Service code 28 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Management | $40,552 |
REID & RIEGE, P.C.1+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $28,000 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $26,694 |
T.M. BYXBEE COMPANY, P.C.1+ years Service code 10 · EIN 06-1386456 2319 WHITNEY AVE · HAMDEN, CT 06518 | Accounting | $13,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,112 | $55,516-62.0% | $75,784-72.1% | $59,188-64.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.83% | -1.89%+0.1pp | 9.68%-11.5pp | 5.51%-7.3pp |
| Employer contribution / active EE | $2,683 | $2,604+3.1% | $3,323-19.3% | $2,098+27.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $153 | $110+38.9% | $5,300-97.1% | $92+65.6% |