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| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP2+ years Service code 28 · EIN 90-0644478 | Investment Management | $299,910 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $250,327 |
ALTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 77-0650218 | Investment Management | $220,339 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $173,307 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $123,581 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $93,923 |
BAIRD FUNDS2+ years Filed as: ROBERT SOEHL Service code 30 · EIN 13-6043977 | Employee (plan); Direct payment from ... | $57,113 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $52,222 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Service code 11 · EIN 26-3842522 | Actuarial | $50,000 |
GIANCARLO PREZIOSO2+ years Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $49,650 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 7.84% | 12.51%-4.7pp | 14.20%-6.4pp | 13.95%-6.1pp |
| Employer contribution / active EE | $11,417 | $17,557-35.0% | $27,968-59.2% | $16,598-31.2% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |