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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $322,945 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $276,572 |
BRYAN CAVE LLP1+ years Service code 29 · EIN 13-1609732 | Legal | $263,453 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-6257033 | Investment Management | $256,337 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $169,283 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $167,575 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $147,476 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 | Investment Management | $117,548 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $87,915 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $84,250 |
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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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.27% | 0.61%-2.9pp | -2.90%+0.6pp | 1.67%-3.9pp |
| Employer contribution / active EE | $5,432 | $9,133-40.5% | $27,990-80.6% | $10,506-48.3% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |