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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 02-0712418 | Investment Management | $159,283 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $147,832 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $141,754 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $120,598 |
TOCQUEVILLE ASSET MANAGEMENT1+ years Filed as: TOCQUEVILLE Service code 28 · EIN 13-3547557 | Investment Management | $44,779 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $43,332 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-2535703 | Securities Custodian | $38,768 |
SHARON HUANG1+ years Service code 30 · EIN 13-6567546 | Employee (plan); Direct payment from ... | $38,680 |
Service code 10 · EIN 13-2665700 | Accounting | $36,462 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $36,187 |
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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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.18% | -1.11%-0.1pp | -1.10%-0.1pp | -0.60%-0.6pp |
| Employer contribution / active EE | $1,658 | $11,820-86.0% | $27,248-93.9% | $12,272-86.5% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |