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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,120,963 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $974,404 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-1665304 | Investment Management | $633,461 |
VITECH SYSTEMS GROUP2+ years Service code 16 · EIN 13-3785492 | Consulting | $521,695 |
PARNASSUS2+ years Filed as: PARNASSUS CORE EQUITY Service code 28 · EIN 94-2943858 | Investment Management | $403,686 |
RAAB, STURM & GANCHROW, LLP2+ years Service code 29 · EIN 13-1566077 | Legal | $370,129 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $366,498 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $331,734 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $325,000 |
HUBER CAPITAL MANAGEMENT2+ years Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-8441410 | Investment Management | $280,330 |
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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 | $14,491,905-100.0% | $186,737-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 31.3%-31.3pp | 5.3%-5.3pp |
| Annual return | 11.11% | 1057.21%-1046.1pp | 7.90%+3.2pp | 1057.21%-1046.1pp |
| Employer contribution / active EE | $4,787 | $14,374-66.7% | $41,695-88.5% | $14,374-66.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $47-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $811-100.0% | $81,210-100.0% |