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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $191,543 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Management | $72,243 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $63,427 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 28 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Management | $49,475 |
CITIZENS BANK2+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (securities); Custodial (ot... | $46,555 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $42,912 |
DIANE FITZBERGER2+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $42,017 |
REID & RIEGE, P.C.2+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $28,000 |
E CRAIG YOUNG1 year Filed as: CRAIG TAYLOR Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $27,415 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,071 | $54,392-59.4% | $84,750-74.0% | $63,975-65.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.52% | 611.38%-606.9pp | 22.78%-18.3pp | 48.65%-44.1pp |
| Employer contribution / active EE | $2,612 | $2,943-11.2% | $3,574-26.9% | $2,182+19.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $155 | $136+13.9% | $5,332-97.1% | $70+119.5% |