Filed October 3, 2024
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,039,239 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $921,972 |
Service code 28 · EIN 13-3257590 | Investment Management | $837,899 |
THE REVOLT GROUP LLC9+ years Service code 16 · EIN 46-3524964 | Consulting | $722,906 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $662,074 |
LOOMIS SAYLES1 year Filed as: LOOMIS & SAYLES COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $645,161 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $634,022 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $570,500 |
Service code 50 · EIN 25-0849687 | Direct Payment | $544,239 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $511,691 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.02% | 10.11%-2.1pp | 8.10%-0.1pp | 8.85%-0.8pp |
| Employer contribution / active EE | $18,052 | $12,795+41.1% | $28,649-37.0% | $8,529+111.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |