| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $262,315 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $173,998 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $136,086 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $129,698 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $115,438 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $103,857 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $99,723 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $83,100 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $80,000 |
ZACHARY GEHAN6+ years Service code 30 · EIN 16-6144007 | Employee (plan); Direct payment from ... | $72,455 |
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 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 6.84% | 11.45%-4.6pp | 9.65%-2.8pp | 11.45%-4.6pp |
| Employer contribution / active EE | $20,746 | $17,219+20.5% | $27,458-24.4% | $17,219+20.5% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |