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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $332,715 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $328,481 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $318,345 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $280,394 |
RENAISSANCE4+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Investment Management | $217,151 |
ATALANTA SOSNOFF4+ years Service code 28 · EIN 20-0461050 | Investment Management | $163,514 |
Filed as: SANTA BARBARA Service code 28 · EIN 20-3432117 | Investment Management | $125,260 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $107,336 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,513 |
CASTIGLIA LLP4+ years Service code 10 · EIN 46-2725636 | Accounting | $93,521 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.89% | -0.94%-3.9pp | -2.18%-2.7pp | 33.37%-38.3pp |
| Employer contribution / active EE | $21,848 | $12,464+75.3% | $38,751-43.6% | $11,253+94.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |