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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $2,275,814 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $1,032,954 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-1665304 | Investment Management | $604,202 |
PARNASSUS3+ years Filed as: PARNASSUS CORE EQUITY Service code 28 · EIN 94-2943858 | Investment Management | $455,762 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $386,854 |
VITECH SYSTEMS GROUP3+ years Service code 16 · EIN 13-3785492 | Consulting | $354,318 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $330,417 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management; Custodial (oth... | $318,697 |
HUBER CAPITAL MANAGEMENT3+ years Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-8441410 | Investment Management | $318,453 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US INC Service code 28 · EIN 41-1460668 | Investment Management | $304,066 |
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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 | $7,764,297-100.0% | $157,995-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 6.35% | -1.95%+8.3pp | 83.75%-77.4pp | -1.95%+8.3pp |
| Employer contribution / active EE | $4,979 | $9,243-46.1% | $41,592-88.0% | $9,243-46.1% |
| Participant deferral / active EE | $0 | $425-100.0% | $77-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $678-100.0% | $62,356-100.0% |