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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $223,255 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $205,132 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $183,877 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $144,362 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $132,013 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $115,060 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $101,361 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $68,250 |
BRADY, MCGUIRE & STEINBERG, PC7+ years Service code 29 · EIN 13-4089943 | Legal | $39,748 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $37,950 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.86% | -8.26%-3.6pp | -5.85%-6.0pp | 2.78%-14.6pp |
| Employer contribution / active EE | $10,653 | $12,543-15.1% | $31,839-66.5% | $15,276-30.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |