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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K1+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1188411 | Direct payment from the plan; Employe... | $504,813 |
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $495,570 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $402,864 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $276,040 |
SMITH GRAHAM1+ years Service code 28 · EIN 76-0301817 | Investment Management | $274,314 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $213,198 |
AMERICAN REALTY ADVISORS1+ years Service code 51 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Mgmt Fees | $197,386 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 52-1796473 | Investment Management | $197,025 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $177,713 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $117,101 |
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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 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.51% | 3.11%-2.6pp | -2.01%+2.5pp | 3.11%-2.6pp |
| Employer contribution / active EE | $3,180 | $9,361-66.0% | $34,453-90.8% | $9,361-66.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |