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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN LLC Service code 50 · EIN 13-5521910 | Direct Payment | $993,980 |
PRIMUS HIGH YIELD BOND1 year Service code 50 461 FIFTH AVE · NEW YORK, NY 10017 | Direct Payment | $807,122 |
PARNASSUS1 year Filed as: PARNASSUS INVESTMENTS Service code 50 · EIN 94-2943858 | Direct Payment | $520,983 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $335,416 |
RAAB, STURM & GANCHROW, LLP2 years Filed as: RAAB STURM AND GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $334,143 |
STATE STREET GLOBAL ADVISORS4+ years Service code 50 · EIN 04-1867445 | Direct Payment | $329,632 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 50 · EIN 20-1665304 | Direct Payment | $313,283 |
HUBER CAPITAL MANAGEMENT4+ years Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 50 · EIN 20-8441410 | Direct Payment | $312,211 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $298,045 |
Filed as: H AND H GRAPHIC PRINTING COMMUNICAT Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $293,981 |
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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 | $894,319,009-100.0% | $192,455-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 6.08% | 24.48%-18.4pp | 50.81%-44.7pp | 24.48%-18.4pp |
| Employer contribution / active EE | $5,197 | $9,418-44.8% | $42,739-87.8% | $9,418-44.8% |
| Participant deferral / active EE | $0 | $501-100.0% | $90-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,268-100.0% | $2,968,729-100.0% |