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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $205,336 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $162,280 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, DC 068804704 | Investment Management | $116,465 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $90,937 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER, LP INVESTMENT Service code 28 · EIN 22-1393932 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $89,909 |
HAMILTON & COMPANY3+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $87,079 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $75,386 |
EDGEWOOD MANAGEMENT LLC2 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $73,308 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 123 S. BROAD STREET PA4389 · PHILADELPHIA, PA 19109 | Bank Trustee | $25,214 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $17,936 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 7.51% | 7.01%+0.5pp | 12.68%-5.2pp | 0.19%+7.3pp |
| Employer contribution / active EE | $11,761 | $12,638-6.9% | $22,860-48.6% | $13,763-14.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |