| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $287,596 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $221,850 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $200,477 |
Filed as: HALPERIN BATTAGLIA BENZIJA LLP Service code 29 · EIN 20-1472068 | Legal | $179,008 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $132,026 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $128,527 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $117,920 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $108,305 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $107,953 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $99,868 |
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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -0.48% | 0.19%-0.7pp | -0.77%+0.3pp | 0.19%-0.7pp |
| Employer contribution / active EE | $12,990 | $13,763-5.6% | $29,514-56.0% | $13,763-5.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |