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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $871,080 |
Service code 28 · EIN 04-2895544 | Investment Management | $576,434 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $521,864 |
ALGER9 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510833 | Investment Management | $440,775 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $333,940 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $298,405 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Investment management fees paid direc... | $229,525 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $205,409 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $200,000 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $197,147 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 8.09% | 17.72%-9.6pp | 148.78%-140.7pp | 9.30%-1.2pp |
| Employer contribution / active EE | $5,637 | $3,186+76.9% | $26,858-79.0% | $12,551-55.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |