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| Provider | Service type | Compensation |
|---|---|---|
PRIMUS HIGH YIELD BOND3 years Service code 50 461 FIFTH AVE · NEW YORK, NY 10017 | Direct Payment | $1,549,496 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,235,266 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. Service code 28 | Investment Management | $984,196 |
PARNASSUS3 years Filed as: PARNASSUS INVESTMENTS Service code 28 · EIN 94-2943858 | Investment Management | $773,180 |
VITECH SYSTEMS GROUP6+ years Service code 16 · EIN 13-3785492 | Consulting | $523,197 |
STATE STREET GLOBAL ADVISORS6+ years Service code 50 · EIN 81-4017137 | Direct Payment | $447,893 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $364,024 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $342,000 |
Service code 36 · EIN 06-1648637 | Direct payment from the plan; Copying... | $307,431 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 50 · EIN 36-1561860 | Direct Payment | $281,404 |
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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 | $0 | $202,277-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 26.60% | 13.51%+13.1pp | 8.88%+17.7pp | 13.51%+13.1pp |
| Employer contribution / active EE | $5,437 | $8,170-33.5% | $42,607-87.2% | $8,170-33.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $94-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |