| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $218,294 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $182,384 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $129,520 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $118,748 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $108,627 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $102,155 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $85,094 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $80,000 |
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $67,145 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $65,820 |
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 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 11.54% | 13.24%-1.7pp | 10.41%+1.1pp | 13.24%-1.7pp |
| Employer contribution / active EE | $10,297 | $14,616-29.6% | $31,248-67.0% | $14,616-29.6% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |