| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $207,866 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $207,201 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $179,750 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $152,648 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $121,752 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $101,711 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $98,820 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $93,929 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $89,864 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $80,000 |
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 | $3,370,408-100.0% | $177,834-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 39.5%-39.5pp | 1.2%-1.2pp |
| Annual return | 13.68% | 53.27%-39.6pp | 11.67%+2.0pp | 53.27%-39.6pp |
| Employer contribution / active EE | $5,129 | $14,774-65.3% | $28,376-81.9% | $14,774-65.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $46-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $15,617-100.0% | $13,289-100.0% |