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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $373,872 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $285,913 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 52-6257033 | Investment Management | $248,536 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 13-1609732 | Legal | $241,701 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $160,616 |
LSV ASSET MANAGEMENT2 years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $140,427 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MGMT Service code 28 · EIN 13-5545100 | Investment Management | $125,346 |
CHEIRON1 year Service code 11 · EIN 13-4215617 | Actuarial | $92,400 |
LORRAINE CASTLE3+ years Service code 14 · EIN 13-6212879 | Plan Administrator | $82,048 |
SHARON HUANG3+ years Filed as: SHARON IANACONE Service code 30 · EIN 13-6212879 | Employee (plan) | $71,448 |
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Employer contribution per participant 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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 10.30% | 35.86%-25.6pp | 10.53%-0.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $972 | $23,588-95.9% | $29,360-96.7% | $14,688-93.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |