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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,384,972 |
I SQUARED CAPITAL2 years Service code 28 · EIN 98-1043772 | Investment Management | $1,234,542 |
PARNASSUS2 years Service code 28 · EIN 87-2269073 | Investment Management | $827,459 |
Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 28 151 W 42ND STREET · NEW YORK, NY 10036 | Investment Management | $556,266 |
VITECH SYSTEMS GROUP3 years Filed as: VITECH SYSTEMS GROUP INC Service code 17 · EIN 13-3785492 | Pension Consulting | $517,799 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH+MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $499,008 |
Service code 36 · EIN 27-0771521 | Copying and duplicating; Direct payme... | $435,779 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $400,560 |
SCHULTHEIS & PANETTIERI, LLP8 years Service code 10 · EIN 13-1577780 | Accounting | $385,651 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $355,000 |
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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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 10.31% | 8.85%+1.5pp | 7.19%+3.1pp | 8.85%+1.5pp |
| Employer contribution / active EE | $9,938 | $8,529+16.5% | $35,958-72.4% | $8,529+16.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $162-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |