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| Provider | Service type | Compensation |
|---|---|---|
BRYAN CAVE LLP4+ years Service code 29 · EIN 13-1609732 | Legal | $459,119 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $264,936 |
GCM GROSVENOR3 years Service code 28 · EIN 35-2547671 | Investment Management | $253,637 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 52-6257033 | Investment Management | $244,877 |
CHEIRON2 years Service code 11 · EIN 13-4215617 | Actuarial | $166,979 |
LSV ASSET MANAGEMENT3 years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $161,458 |
Filed as: GALLAGHER FIDUCIARY ADV Service code 27 · EIN 36-4291971 | Advisory (Plan) | $160,072 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MGMT Service code 28 · EIN 13-5545100 | Investment Management | $140,975 |
LORRAINE CASTLE4+ years Service code 14 · EIN 13-6212879 | Plan Administrator | $90,295 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $75,085 |
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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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.71% | 39.99%-44.7pp | 4.36%-9.1pp | 33.37%-38.1pp |
| Employer contribution / active EE | $11,249 | $11,066+1.6% | $27,383-58.9% | $11,2530% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |