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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $192,311 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Management | $111,754 |
DIANE FITZBERGER3+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $50,612 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $47,570 |
CITIZENS BANK3+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (securities); Custodial (ot... | $45,404 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Management | $43,127 |
E CRAIG YOUNG2 years Filed as: CRAIG TAYLOR Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $36,085 |
REID & RIEGE, P.C.3+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $28,000 |
Filed as: LAWRENCE CLONEY Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $25,620 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,322 | $221,442-89.0% | $92,233-73.6% | $77,958-68.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.60% | 15.65%-7.1pp | 176.28%-167.7pp | 20.87%-12.3pp |
| Employer contribution / active EE | $3,152 | $3,226-2.3% | $3,679-14.3% | $2,310+36.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $162 | $210-22.7% | $5,194-96.9% | $97+66.5% |