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| Provider | Service type | Compensation |
|---|---|---|
BRYAN CAVE LLP5+ years Service code 29 · EIN 13-1609732 | Legal | $350,052 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 52-6257033 | Investment Management | $243,222 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $234,545 |
CHEIRON3 years Service code 11 · EIN 13-4215617 | Actuarial | $168,107 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $164,827 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $145,619 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MGMT Service code 28 · EIN 13-5545100 | Investment Management | $141,497 |
LORRAINE CASTLE5+ years Service code 14 · EIN 13-6212879 | Plan Administrator | $96,982 |
GCM GROSVENOR4 years Service code 28 · EIN 35-2547671 | Investment Management | $91,920 |
SHARON HUANG5+ years Filed as: SHARON IANACONE Service code 30 · EIN 13-6212879 | Employee (plan) | $71,707 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 14.99% | 53.17%-38.2pp | 18.06%-3.1pp | 21.83%-6.8pp |
| Employer contribution / active EE | $6,558 | $14,715-55.4% | $30,411-78.4% | $12,237-46.4% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |