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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $294,568 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MGMT Service code 28 · EIN 52-6257033 | Investment Management | $285,746 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $273,105 |
BRYAN CAVE LLP2+ years Service code 29 · EIN 13-1609732 | Legal | $213,738 |
GCM GROSVENOR1 year Service code 27 · EIN 35-2547671 | Advisory (Plan) | $198,333 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $173,270 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $160,019 |
LSV ASSET MANAGEMENT1 year Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $120,978 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MGMT Service code 28 · EIN 13-5545100 | Investment Management | $106,802 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $76,103 |
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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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.81% | 28.71%-22.9pp | 7.98%-2.2pp | 9.19%-3.4pp |
| Employer contribution / active EE | $6,253 | $15,250-59.0% | $23,724-73.6% | $12,608-50.4% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |