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| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP4+ years Service code 28 · EIN 90-0644478 | Investment Management | $284,403 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $173,790 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Service code 11 · EIN 26-3842522 | Actuarial | $171,441 |
ALTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 77-0650218 | Investment Management | $157,402 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $120,411 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $99,899 |
HEXAVEST INC.2 years Filed as: HEXAVEST Service code 28 · EIN 27-4751991 | Investment Management | $72,047 |
GIANCARLO PREZIOSO4+ years Service code 30 · EIN 13-6043977 | Employee (plan); Direct payment from ... | $69,427 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $69,000 |
KENNETH RYAN1 year Filed as: KENNETH CARR Service code 30 · EIN 13-6043977 | Employee (plan); Direct payment from ... | $68,955 |
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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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 0.02% | 15.23%-15.2pp | 16.32%-16.3pp | 16.32%-16.3pp |
| Employer contribution / active EE | $18,389 | $24,217-24.1% | $31,806-42.2% | $17,007+8.1% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |