| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $329,896 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $298,553 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $207,590 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $125,000 |
ALGER9+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $124,817 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT/HUDSON EDGE Service code 28 · EIN 52-1296988 | Investment Management | $123,856 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $95,672 |
ZACHARY GEHAN9+ years Service code 30 · EIN 16-6144007 | Direct payment from the plan; Employe... | $77,825 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $71,780 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $63,826 |
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 | $9,556,684-100.0% | $202,297-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 52.5%-52.5pp | 2.4%-2.4pp |
| Annual return | 458.55% | 22.81%+435.7pp | 14.20%+444.3pp | 22.81%+435.7pp |
| Employer contribution / active EE | $19,442 | $18,290+6.3% | $29,492-34.1% | $18,290+6.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $125-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $7,524-100.0% | $85,222-100.0% |