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| Provider | Service type | Compensation |
|---|---|---|
ALGER4+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $290,123 |
BAIRD FUNDS4+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $252,023 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $171,809 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $144,371 |
KIMBERLY FUREY4+ years Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $129,509 |
BRENDA ARRIOLA4+ years Filed as: BRENDA JOUBERT Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $126,472 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $116,894 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 | Investment Management | $116,469 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $112,927 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $112,927 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.73% | 12.20%-6.5pp | 10.56%-4.8pp | 21.83%-16.1pp |
| Employer contribution / active EE | $9,619 | $12,801-24.9% | $30,199-68.1% | $12,237-21.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |