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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $919,828 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $902,341 |
VITECH SYSTEMS GROUP1+ years Service code 16 · EIN 13-3785492 | Consulting | $764,745 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 20-1665304 | Investment Management | $653,839 |
ARTIO GLOBAL MANAGEMENT LLC1+ years Service code 28 · EIN 26-1421409 | Investment Management | $552,226 |
RAAB, STURM & GANCHROW, LLP1+ years Service code 29 · EIN 13-1566077 | Legal | $377,416 |
PARNASSUS1+ years Filed as: PARNASSUS CORE EQUITY Service code 28 · EIN 94-2943858 | Investment Management | $363,224 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $339,248 |
HUBER CAPITAL MANAGEMENT1+ years Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-8441410 | Investment Management | $324,583 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $320,416 |
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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 | $40,289-100.0% | $176,816-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 39.2%-39.2pp | 4.2%-4.2pp |
| Annual return | -0.95% | 10.64%-11.6pp | 2.89%-3.8pp | 10.64%-11.6pp |
| Employer contribution / active EE | $4,713 | $11,561-59.2% | $39,831-88.2% | $11,561-59.2% |
| Participant deferral / active EE | $0 | $347-100.0% | $99-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $478-100.0% | $312-100.0% |