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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $180,658 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, DC 068804704 | Investment Management | $180,036 |
Filed as: INVESTMENT RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $176,680 |
OSTERWEIS CAPITAL MANAGEMENT1+ years Filed as: OSTERWEIS CAPITAL MANAGEMENT, INC Service code 28 · EIN 94-2871718 ONE MARITIME PLAZA · SAN FRANCISCO, PA 941113411 | Investment Management | $137,109 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, LP INVESTMENT Service code 28 · EIN 22-1393932 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $93,711 |
HAMILTON & COMPANY1+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $93,095 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 22-2769024 13680 CLEVELAND AVE. NW · UNIONTOWN, OH 44865 | Actuarial | $91,413 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 123 S. BROAD STREET PA4389 · PHILADELPHIA, PA 19109 | Bank Trustee | $57,695 |
MERCER1+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $45,110 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -5.30% | 17.94%-23.2pp | 5.44%-10.7pp | 7.18%-12.5pp |
| Employer contribution / active EE | $3,863 | $12,263-68.5% | $25,481-84.8% | $13,095-70.5% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |