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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-3257590 | Investment Management | $761,005 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $571,410 |
Service code 28 · EIN 04-2895544 | Investment Management | $562,600 |
ALGER7 years Filed as: FRED ALGER MANAGEMENT , INC. Service code 28 · EIN 13-2510833 | Investment Management | $371,835 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $296,952 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $262,491 |
CHEIRON4 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $255,953 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $196,143 |
US BANK7 years Service code 15 · EIN 31-0841368 | Recordkeeping | $193,971 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $166,561 |
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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 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -10.56% | -14.80%+4.2pp | 7.07%-17.6pp | -14.80%+4.2pp |
| Employer contribution / active EE | $4,747 | $8,996-47.2% | $34,847-86.4% | $8,996-47.2% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |