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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $853,112 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $645,779 |
ALGER6 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510833 | Investment Management | $549,165 |
Service code 28 · EIN 04-2895544 | Investment Management | $542,254 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $431,126 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $372,661 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $244,552 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $199,614 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $199,614 |
US BANK6 years Service code 15 · EIN 31-0841368 | Recordkeeping | $180,077 |
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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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 12.27% | 19.39%-7.1pp | 10.41%+1.9pp | 19.39%-7.1pp |
| Employer contribution / active EE | $4,564 | $8,446-46.0% | $31,248-85.4% | $8,446-46.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |