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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC4+ years Service code 28 · EIN 58-2386669 | Investment Management | $755,070 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $754,687 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $634,788 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $510,301 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $488,977 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $481,693 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $429,396 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $349,428 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $205,957 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $198,192 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.32% | -1.92%-1.4pp | -2.18%-1.1pp | 73.13%-76.5pp |
| Employer contribution / active EE | $9,262 | $10,821-14.4% | $38,751-76.1% | $8,421+10.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |