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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT5+ years Service code 50 · EIN 23-2772200 | Direct Payment | $1,103,352 |
PRIMUS HIGH YIELD BOND2 years Service code 50 461 FIFTH AVE · NEW YOK, NY 10017 | Direct Payment | $1,064,366 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN LLC Service code 50 · EIN 13-5521910 | Direct Payment | $968,821 |
PARNASSUS2 years Filed as: PARNASSUS INVESTMENTS Service code 50 · EIN 94-2943858 | Direct Payment | $574,676 |
STATE STREET GLOBAL ADVISORS5+ years Service code 50 · EIN 04-1867445 | Direct Payment | $391,658 |
MEKETA INVESTMENT GROUP1 year Filed as: MAKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $338,500 |
VITECH SYSTEMS GROUP5+ years Service code 16 · EIN 13-3785492 | Consulting | $308,353 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 50 · EIN 36-1561860 | Direct Payment | $299,782 |
Filed as: RAAB STRUM AND GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $280,194 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $276,645 |
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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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 2.26% | 13.80%-11.5pp | 7.48%-5.2pp | 13.80%-11.5pp |
| Employer contribution / active EE | $5,330 | $10,386-48.7% | $39,603-86.5% | $10,386-48.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $172-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |