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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 20-4056745 | Claims processing; Other services; Re... | $2,188,000 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $687,655 |
SOUNDPOINT CAPITAL5+ years Service code 27 · EIN 26-2742458 | Advisory (Plan) | $555,977 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510833 | Investment Management | $550,882 |
TOCQUEVILLE ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3547557 | Investment Management | $543,767 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO INVESTORS INC Service code 28 · EIN 13-4044521 | Investment Management | $518,286 |
Service code 28 · EIN 13-3257590 | Investment Management | $488,865 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $292,994 |
SPRUCEGROVE INVESTMENT MGMT5+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 28 · EIN 98-0399967 | Investment Management | $256,381 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $244,795 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 19.59% | 1023.85%-1004.3pp | 16.32%+3.3pp | 1023.85%-1004.3pp |
| Employer contribution / active EE | $14,241 | $11,605+22.7% | $31,806-55.2% | $11,605+22.7% |
| Participant deferral / active EE | $69 | $275-75.0% | $211-67.5% | $275-75.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |