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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $274,317 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $219,947 |
ALTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 77-0650218 | Investment Management | $194,052 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $170,183 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $128,966 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $117,913 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $69,000 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $63,018 |
BAIRD FUNDS1+ years Filed as: ROBERT SOEHL Service code 30 · EIN 13-6043977 | Employee (plan) | $56,584 |
GIANCARLO PREZIOSO1+ years Service code 30 · EIN 13-6043977 | Employee (plan) | $51,510 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -4.45% | 4.38%-8.8pp | 4.72%-9.2pp | 7.18%-11.6pp |
| Employer contribution / active EE | $10,666 | $13,406-20.4% | $30,821-65.4% | $13,095-18.5% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |