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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $494,172 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $398,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS ASSETS MANAGEMENT Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $369,888 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $333,545 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $302,700 |
JOSEPH MONTELLE5 years Service code 30 · EIN 13-1990171 | Employee (plan); Direct payment from ... | $280,900 |
Filed as: WASMER SCHROEDER-CHARLES SCHWAB Service code 28 600 5TH AVE. S. SUITE 210 · NAPLES, FL 34102 | Investment Management | $255,585 |
RENAISSANCE1 year Service code 28 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $229,243 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $215,328 |
Filed as: SANTA BARBARA Service code 28 820 STATE STREET, 5TH FL. · SANTA BARBARA, CA 93101 | Investment Management | $182,415 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.18% | 10.33%+0.9pp | 8.10%+3.1pp | 9.30%+1.9pp |
| Employer contribution / active EE | $28,102 | $14,972+87.7% | $28,649-1.9% | $12,551+123.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |