| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $340,427 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $282,543 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $219,004 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $184,993 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $144,645 |
UFCW LOCAL 11+ years Filed as: UFCW DISTRICT UNION LOCAL ONE Service code 15 · EIN 15-0559586 | Recordkeeping | $131,555 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $116,394 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $113,839 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $98,772 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $95,851 |
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 | $192,069-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | 0.50% | 3.11%-2.6pp | -0.79%+1.3pp | 3.11%-2.6pp |
| Employer contribution / active EE | $2,205 | $9,361-76.4% | $28,419-92.2% | $9,361-76.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $37-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $6,324-100.0% | - |