| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $893,456 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $312,992 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $173,750 |
ALGER10+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $156,729 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $147,231 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $132,908 |
ZACHARY GEHAN10+ years Service code 30 · EIN 16-6144007 | Direct payment from the plan; Employe... | $95,515 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT/HUDSON EDGE Service code 28 · EIN 52-1296988 | Investment Management | $88,335 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $84,914 |
KRISTIN OWEN8 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $73,528 |
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 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | 2.94% | 7.65%-4.7pp | 148.78%-145.8pp | 7.65%-4.7pp |
| Employer contribution / active EE | $9,219 | $20,582-55.2% | $26,858-65.7% | $20,582-55.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |