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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $176,707 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $162,199 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-3692822 | Investment Management | $141,183 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $132,064 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $131,785 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $90,020 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $84,759 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $68,250 |
BRADY, MCGUIRE & STEINBERG, PC5+ years Service code 29 · EIN 13-4089943 | Legal | $36,594 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $28,560 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.22% | 6.41%-6.2pp | 8.01%-7.8pp | 11.45%-11.2pp |
| Employer contribution / active EE | $11,467 | $11,592-1.1% | $29,475-61.1% | $17,219-33.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |