| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $196,836 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $192,871 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $161,112 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $137,486 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $117,821 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $110,000 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $101,368 |
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $66,148 |
ZACHARY GEHAN8+ years Service code 30 · EIN 16-6144007 | Direct payment from the plan; Employe... | $64,242 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $59,969 |
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 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -7.30% | 2.78%-10.1pp | 7.07%-14.4pp | 2.78%-10.1pp |
| Employer contribution / active EE | $6,725 | $15,276-56.0% | $34,847-80.7% | $15,276-56.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |