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| Provider | Service type | Compensation |
|---|---|---|
ALTA CAPITAL MANAGEMENT6+ years Service code 28 · EIN 77-0650218 | Investment Management | $150,497 |
Filed as: INTERCONTINENTAL Service code 28 · EIN 04-2895544 | Investment Management | $105,482 |
BERNZOTT CAPITAL ADVISORS2 years Service code 28 · EIN 77-0464710 | Investment Management | $86,702 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 04-3532603 | Investment Management | $79,433 |
KENNETH RYAN3 years Filed as: KENNETH CARR Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $78,206 |
GIANCARLO PREZIOSO6+ years Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $74,195 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $72,618 |
NEPC, LLC5 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $70,999 |
Service code 28 · EIN 80-0292839 | Investment Management | $64,893 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $62,165 |
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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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 21.32% | 30.31%-9.0pp | 14.84%+6.5pp | 11.84%+9.5pp |
| Employer contribution / active EE | $18,661 | $21,473-13.1% | $37,950-50.8% | $17,339+7.6% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |